portrait of Donna J Polizzi Quinones
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Donna

I believe investments should be tailored to your personal goals by partnering with serious investors to establish unique investment solutions, centered around what's most important to you.

I was a young, single mother with no financial direction. My passion, because of my history, is educating clients who may feel like they have little direction or may feel stuck. When clients are serious about understanding investments, we help them to take control of their finances and achieve their financial dreams!

My process involves getting to know my clients by listening to their story, what their priorities are and what fulfills their lives, and...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2019 to Current

Education

  • Univ of Central FloridaBachelor of Science

Personal Interests

  • Traveling
  • Spending Time with Family
  • Active Lifestyle
  • Health & Nutrition
  • Bowling

Team Members

  • Kaitlin Todd
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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