Donna Williams

Donna Williams

FVP, Ion Bank
Financial Advisor, Osaic Institutions

Office: 959.255.8807
Mobile: 860.299.4039
Pager: http://bit.ly/3hZWW9g
E-mail:

Website: Visit my web site!

 
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Donna Williams
Your Ion Investments advisor

Donna Williams

FVP, Ion Bank
Financial Advisor, Osaic Institutions
schedule19+ Years Experience starRetirement & Legacy Planning starClient Education Focus
About Donna

Education first, so every decision feels clear.

Donna Williams, an Osaic Institutions Financial Advisor and Vice President at Ion Investments has over 19 years of experience in the financial service industry. She brings a wealth of knowledge and understanding that allows her to provide each and every client, a unique individual plan that can allow them to reach their individual goals. She takes an active approach in educating clients on the value of investing and help her clients to remain focused and informed. Such planning includes, retirement, legacy, wealth transfer, and education to name a few. Donna enjoys sports, music, travelling and spending time with her family.

Where you’ll find Donna

Watertown & South Windsor.

Map of Donna’s locations
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Watertown branch
544 Straits Tpke, Watertown, CT 06795
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South Windsor branch
1751 Ellington Rd, South Windsor, CT 06074
videocam

Not nearby? Donna also meets by phone or video — wherever life takes you.

Ready when you are. Here’s how it works.

1
Pick a time

Book online or request a call — whichever is easier.

2
Meet your way

With Donna in a branch, by phone, or over video.

3
Get your plan

A clear path forward — free, and no obligation.

Client Reviews

What working with Donna is like.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck