As Director of Finance and Marketing, Donna oversees both the financial operations and the strategic marketing efforts at Legacy Wealth Advisors. In her finance role, she is responsible for managing the bookkeeping function, including maintaining the general ledger, accounts payable, accounts receivable, and payroll. She ensures that departmental goals are met and financial processes run efficiently. On the marketing side, Donna leads brand development, client communications, and the firm’s overall marketing strategy to support growth and engagement.
Donna graduated Magna Cum Laude from The College of New Jersey in 2000 with a Bachelor of Fine Arts. She is also licensed in Life Insurance in the state of New Jersey.
She resides in Manalapan, NJ, with her husband and two children. Donna enjoys cooking, entertaining, and creating a warm atmosphere for her family and friends. She also has a passion for interior design, loves going to the movies, and finds joy in spending time at the beach and in the mountains.