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Donna Schultz

Donna Schultz

Licensing Administrative Assistant

Donna graduated summa cum laude from Seminole State College of Florida with an A.S. in Secretarial Science, Executive Specialization. She had previously worked for Virginia Asset Management five years before rejoining the firm in 2010. She began her career as a part-time receptionist and advanced to working for select advisors assisting with life insurance and investment processing. Since 2010, Donna has handled several roles including life new business case manager and she currently handles all of the licensing and contracting for the firm.

She holds her Series 7 and 66 registrations, is Life/Health/Annuity licensed, and is a Registered Representative of Cetera Advisor Networks, LLC. 

Donna is an avid runner, enjoys geocaching and lighthouse climbing.

Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.