While I am from Connecticut, I grew up in Worcester and attended Worcester State University, graduating magna cum laude with a Bachelor of Science degree in urban studies. After a long career with the Telegram & Gazette, and more than 10 years as a human resources director handling retirement plans for corporate, manufacturing and non-profit businesses, I joined Edward Jones in 2018.
In my previous role, I've seen many workers lose their jobs without clear plans. I've seen individuals experience sudden unexpected loss, from losing a loved one to losing their livelihood. This influenced my desire to help people in all stages of life, thus my career change to Edward Jones.
My goal is for you to confidently answer yes to life's important questions - Are you prepared? Are you saving enough? Do you have enough insurance? In my role as financial advisor, I serve as your partner and mentor, and will guide you through life events and investment decisions so you will have a clear strategy and confidence in your future.
As we partner together, there are three things I want you to walk away knowing:
- Why I'm suggesting a specific investment/strategy and what to expect from it.
- Timely updates on market conditions and volatility.
- How much it's going to cost.
Wherever you are on your financial journey - retirement, new home, new job or job loss, divorce or estate considerations, it is my motivation to positively impact your financial situation, in the present day and into the future.
Outside of Edward Jones, I am a board member of Audio Journal, Inc. and a volunteer with PinkHippy.org. I enjoy reading, kickboxing, cribbage and spending time with my family.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Military Professionals & Veterans
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Phone NumberKaty Donahue at (508) 393-5195
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