Donna Dupre has been with Mark Scordato & Associates since 2006 and is Senior Manager of the firm. Whether meeting with a current client to review their accounts or meeting with a prospect to help guide them towards achieving their goals, Donna's professionalism and personal touch make the experience as welcoming and stress free as possible. Donna believes that true retirement planning, when done correctly, allows the client to live their life according to their aspirations.
Her personal commitment to her clients and staff are what make Mark Scordato & Associates' daily operations run smoothly.
Donna holds insurance licenses in several states, as well as Series 7 and 66 securities licenses.
Investment Advisor Representative services offered through J.W. Cole Advisors, Inc. (JWCA).
Mark Scordato & Associates and JWC/JWCA are unaffiliated entities.