Donna L. Zerger brings over 40 years of experience in the financial services industry. At Aros Asset Management, she plays a key role in managing client paperwork, including account openings, fund transfers, address updates, and the preparation of client reports. Her dedication to continuous learning and task management ensures efficient and thorough support for clients.
Donna’s career began in 1980, and she has since held various positions, from Bank Teller to Financial Advisor. She previously held FINRA Series 6 and Series 7 registrations, gaining a comprehensive understanding of account management operations. This expertise provides Aros Asset Management’s clients with added confidence in how their accounts are handled.
For any questions regarding your financial plan or specific products, we are here to assist. We can arrange a meeting with Shelly to review your needs and address any concerns. Contact us today.