Mary Beth Donas, CFP®
Mary Beth Donas, CFP, Vice President, brings 25 years of investment and financial planning experience. She began her career at Merrill Lynch while spending most of her years at Morgan Stanley in their Wilkes-Barre office. Mary Beth’s commitment to Portfolio Management had earned her the Portfolio Management Director designation at a previous firm. Ms. Donas is a graduate of Wilkes University. She is a CERTIFIEDFINANCIAL PLANNER™ practitioner who provides a holistic approach to planning and investing.
Wealth Strategies & Management LLC is comprised of a team of seasoned financial services professionals committed to providing their clients with personalized service while helping them to pursue their financial goals. As a whole, the staff of WS&M represents a collective 90 years of experience in the financial services industry with specific experience in a variety of financial service specialties.