Donna Santoro

Donna Santoro

Senior Client Service Associate

Phone: 856.216.8444, ext. 219
Fax: 856.216.8448
E-mail:
 

Donna Santoro has been with the firm for over 10 years and is a senior member of the firm's Client Service Team.  She provides professional operations and client service support handling all aspects of account opening, funding, distributions, and maintenance.  She also serves as a liaison for compliance matters as it relates to review and approval of new account applications and prepares weekly reports submitted to firm's broker/dealer, Lincoln Financial Advisors.  Donna's long-time commitment to the firm and her extensive experience in wealth management operations makes her an invaluable member of our team.

Donna has a strong administrative and operational background serving in prior positions as an Office Manager of a large apartment complex, Administrative Assistant for a human resource management association and PECO Energy, and as a versatile resource for a family business providing bookkeeping and other services.

Education:

Donna attended Drexel University and St. Joseph's University, taking evening classes in business.  

Community Involvement:

During her children's attendance in the Moorestown school system, Donna served in many volunteer positions, and currently volunteers at her parish.

Personal: 

Donna has two grown children and lives in Moorestown with her husband.