Our Team

Donna brings over three decades of experience in the financial services sector, making her a seasoned professional in her field. Before her tenure at Janney, she honed her skills as a Financial Advisor at Wells Fargo Advisors, as well as at its predecessor firms, AG Edwards and Wachovia Securities. Her career has spanned numerous mergers and acquisitions, allowing her to adapt and thrive in a constantly evolving industry. Donna's impressive accomplishments have not gone unnoticed; she has received accolades from Forbes, being named a Best-In-State Wealth Advisor. This prestigious title is awarded based on comprehensive interviews and productivity data collected by SHOOK Research, an independent organization dedicated to evaluating Financial Advisors. In addition to this recognition, Donna has been recognized by Forbes as a Best-in-State Women Wealth Advisor each year since 2021, highlighting her influence and leadership in the wealth management sector.

Currently, Donna resides in Old Saybrook, Connecticut, where she enjoys a fulfilling life with her family. Outside of her professional commitments, she has a passion for painting, skiing, and gardening, which provide her with creative outlets and relaxation. She also cherishes the time spent with her extensive family, valuing the connections and memories they create together. Beyond her personal interests, Donna is deeply engaged in her community. She takes an active role in organizing events and fundraising efforts for various local charities, with a particular focus on initiatives that support military personnel and promote financial literacy among women. Her dedication to giving back reflects her belief in the importance of community involvement and empowerment.

Adam brings a decade of experience in financial services to the team, with a strong background in supporting wealth management advisors and their clients. He is committed to delivering exceptional service and holistic advice by proactively recognizing and addressing the unique needs and goals of each client.

As a Financial Advisor, he holds Series 6, 7, 63, and 66 licenses as well as insurance licensing. He is currently pursuing additional industry designations. Adam is a graduate of Southern New Hampshire University, where he studied Business Administration. In his free time, Adam enjoys spending quality moments with family and friends. His hobbies include golfing, ceramics, traveling, and a good beach day.

Stephen is an integral part of this growing team. His thirst for knowledge and strong work ethic are evident while he assists with the team’s day-to-day servicing. As the first point of contact for clients, he facilitates various transactions, responds to client questions and general inquiries, and builds reports. Stephen has stated, “I’m fortunate to have the pleasure of working with such amazing people every day. I strive to keep up with this industrious team and thoroughly enjoy meeting our clients. I’ve learned so much since joining Janney as an intern and now as a Private Client Associate. Every day is unique and I’m truly enjoying learning from our team and putting that knowledge to work to help clients.”

A graduate of Central Connecticut State University, Stephen holds a bachelor’s degree in finance. He also holds his FINRA Securities Industry Essentials and Series 7 license and is working to become fully registered.  

Outside of the office, he enjoys skiing, snowboarding, golfing, and hiking. He and his wife, Ally, are proud parents of two very spoiled cats. Having grown up as an active Boy Scout, he has had the privilege of going on long-distance treks. Stephen was also a dedicated athlete throughout high school, where he played on the baseball team. 

Lisa brings over 25 years of experience in the financial services industry to the team, with a strong background in working with clients and managing complex financial processes.

She supports the team as a Registered Private Client Associate, ensuring each client’s experience is seamless, personalized, and aligns with their unique financial goals.

With a background in institutional as well as retail financial services, most recently at Merrill Lynch, Lisa assists with client onboarding, account management, and investment operations.

Originally from New York, Lisa has been a resident of Connecticut for over 2 decades. Having raised her family in Guilford she is now a resident of Niantic and loving her new town. Outside of work, Lisa spends most of her time with family enjoying cooking, gardening, and long walks at Hammonasset.