With over 30 years of experienced in the financial services industry -- including 18 years as a senior trader on the options trading desk at Prudential Financial in New York City – Donna Petrucello transitioned to client service in 2006, working for UBS and Smith Barney in New York. In 2008, she relocated to Dallas to join Brett and Jason as a Registered Client Associate and has been a vital member of the team ever since.
Donna possesses broad experience in financial services and provides personal and responsive client service. Donna maintains her Series 4, 7, 31, 55, 63 and 66 licenses, as well as her state registered general lines insurance license.
Born and raised in Brooklyn, New York, Donna earned her B.S. degree in marketing from Fairleigh Dickenson University in New Jersey. Her outside interests include gardening, home improvement projects, wine tasting, healthy gourmet cooking and walking in her Lakewood home neighborhood.