Donna Walton

Donna Walton has almost 15 years of wealth management experience, serving high net worth and ultra high net worth clients since 1998. She has experience in holistic wealth management, working with clients to determine their goals in all areas of their financial life, navigating clients through complex issues, developing an integrated plan and assisting them in implementing that plan. Her area of expertise is trust, estate and charitable planning, and she has also worked with large non-profit organizations and family foundations.  She is a member of the New York Women’s Bar Association and a member of its Trust and Estate committee. Walton has her BA from the University of Connecticut, her MS from Southern Connecticut State University and her Juris Doctorate from Quinnipiac College School of Law.