Donna L Zerger has been in the financial services industry for over 40 years. Donna assists in the production and tracking of many types of client paperwork including opening new accounts, transferring money between accounts, completing address changes and processing client reports. Learning new things and crossing things off her ‘to do’ list are things she looks forward to doing.
Prior to joining Aros Asset Management, Inc., Donna began her professional career in the financial services industry holding various positions since 1980 ranging from Bank Teller to Financial Advisor. Additionally, Donna previously held the FINRA series 6 and series 7 registrations. These varying roles have afforded her a wealth of understanding pertaining to the operational workings of account management which translates to greater confidence for Aros Asset Management, Inc. clients in how their accounts are handled.
If you ever have questions about your plan or about specific products, contact us. We will set up a time for you to meet with Shelly to review your needs and address any questions you may have. Contact us today.