Donna Santoro

Donna Santoro

Senior Client Service Associate

Office: 856.216.8444, ext. 219
Fax: 856.216.8448

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.


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.


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