Donna Williams

Donna Williams

VP, Ion Bank
Infinex Financial Advisor

Office: 959.255.8807
Mobile: 860.299.4039
E-mail:

Website: Visit my web site!

 

Donna Williams, an Infinex Registered Representative 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.

 

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Services

Asset & Risk Management

 

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Retirement & Financial Planning

 

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Business Owners & Employer Plans

 

 
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Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

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