Donna Moy-Waletzki, MBA

Focus

Donna is a goal oriented and driven Financial Advisor who is guided by her dedication to her clients and her commitment to helping them achieve their investment goals. She instills in them the confidence that she will devote her utmost diligence to providing them with a personalized approach to their investment planning needs. Donna believes her clients value the energy, expertise and attention to detail that she brings to meet their individual investment objectives.

Background & Experience

Donna has been with Wells Fargo Advisors and predecessor firms for over 20 years, and was a Certified Public Accountant (CPA) with PriceWaterhouseCoopers (PwC) for over a decade prior. While at PwC, she provided audit, accounting, taxation and consulting work for financial services firms and high net worth executives. Donna received her Masters of Business Administration in Finance from Columbia Business School, her Bachelor of Science in Accounting from Binghamton University and her Certified Public Accountant license from New York State. Her license is currently inactive.

Donna assists her clients by implementing proper investment and retirement planning strategies to meet their future needs. This includes working toward proper diversification in line with their goals and insurance techniques to help minimize risks while maximizing returns. When appropriate, Donna will also assist her clients by employing estate planning strategies, wealth preservation planning, multi-generational wealth transfer and charitable giving.

Away

Donna and her husband, David, reside in Saddle River, NJ. They are active and engaged members of their community and enjoy golfing, skiing, boating, and traveling in their free time.