Stevenson Wealth Management

Specialties

Portfolio management, estate planning, tax strategies, Stocks, Bonds, Mutual Funds, Alternative investments.

History

Established in 1997.

Donna Stevenson started her career in the Securities Industry in 1997 with 12 years of financial service background in governmental accounting and banking. This is a branch office of Independent Financial Group. and a full service financial advising firm offering services in portfolio management, retirement income planning, estate planning, college planning and tax strategies. Donna looks to align her services with her clients needs and goals. Donna’s philosophy is «Retirement is a journey, not a destination».

Meet the Business Owner

Donna M.

Business Owner

Donna Stevenson became a licensed registered representative in 1997. Drawing on her previous financial experience in banking and governmental accounting, Donna offers detailed financial planning which includes portfolio management, estate planning, tax strategies.