Client Service Associate
My responsibilities at Nautica Wealth Advisors include helping clients by preparing paperwork, opening accounts, processing transfers of funds and helping answer the day to day questions clients have and referring them to an advisor when necessary. I pride myself in striving for accuracy in all I do. In addition to all of the above, I serve as Nautica’s general office manager, helping to make sure the day to day operations of the office run smoothly.
In October of 1995 I was employed by Wayne Warner & Associates who ultimately merged with Lerner & Lerner becoming Nautica Wealth Advisors.
Before working in the investment industry, I was Executive Officer of the Fallbrook Association of REALTORS® for 19 plus years. My duties there included all aspects of office management including budgeting, managing office personnel and working closely with the National Association of REALTORS® and the California Association of REALTORS®.
One of the things I enjoy doing in my free time is gardening. I have an organic vegetable garden. Spending time in the garden centers me and also produces lots of organic vegetables for me to enjoy. I also enjoy swimming and dancing. Some of my best memories and times include the time I spend with my six great grandchildren ranging in age from 1-1/2 to 10.
Getting to Know Donna
Favorite Food: A good prime rib. My daughter makes the best prime rib I have ever had!
Favorite Holiday: Thanksgiving. I enjoy getting together with the whole family, my two daughters and their husbands, two grandsons, and six great grandchildren. Once in a while my daughter will make a turkey AND the wonderful prime rib. It doesn’t get better than family and great food!
Item on Donna’s Bucket List: The number one item on my bucket list is to take a cruise to Alaska.
Biggest Accomplishment: Raising two wonderful, caring and loving daughters.