Donna McNally

Donna McNally

Client Service Manager

Education:

Art History, University of California, Davis

Joined Us In:

2013

I am blessed to work with a group of intelligent, driven, ridiculously entertaining team members…

My Story…

I spent the first 37 years of my life as a native Californian, with a brief summer stint in London to study art history and Shakespeare. Life eventually dragged me to the east coast in 2004, where I happily settled in suburban Philadelphia.

After years of working in catering and event planning, I was ready to find a career that afforded me more time to spend with my growing boys and family. I was fortunate enough to be introduced to the Strids through a mutual friend and knew immediately I had found a special and unique opportunity to grow both professionally and personally.

I was incredibly drawn to the core values of both the firm and the team members, and their passion and desire to build a company that directly benefits our clients and their families in an impactful way.

In my role at Concentus, I am doubly blessed as I get to work with a group of intelligent, driven, ridiculously entertaining team members, as well as interact daily with our interesting and wonderful clients.

I look forward to enhancing the client experience while contributing to the growth and success of Concentus Wealth Advisors for years to come!

Community Involvement

Bryn Mawr Presbyterian Church (Communications Committee Member)
The Haverford School (Parents’ Association Board Member, Finance and Executive Committee Member)

Prior Experience

Worked as an event planner for Meridith’s Catering from 2007 through 2013.

Family

Born and raised in California. Married with four sons. Currently living in Havertown, PA.

Favorite Quotes

“We can push ourselves further. We always have more to give.” – Simone Biles
“Life shrinks or expands in proportion to one’s courage.” – Anais Nin

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.