20+ years of investment and financial planning experience
Bigelow Investment Advisors, Senior Advisor
Robinson Smith Wealth Advisors, Wealth Advisor
Fidelity Investments, Financial Advisor
Boston University, Certificate in Financial Planning
University of New Hampshire, BA
MEMBERSHIPS & CERTIFICATION
CERTIFIED FINANCIAL PLANNER ™certificant
Financial Planning Association (FPA)
Maine Estate Planning Council
Donna M. Ewert, CFP®VICE PRESIDENT — SENIOR ADVISOR
Donna has worked in the financial services industry for twenty years. She holds the highly respected designation of CERTIFIED FINANCIAL PLANNER™. Donna provides clients with expertise in investment management, retirement planning and comprehensive financial planning for individuals and families. She focuses on establishing long-term client relationships built on trust.
Prior to joining Bigelow, Donna worked as a high net worth financial advisor in New York City and Boston for Fidelity Investments. After returning to Maine, Donna spent almost a decade as a portfolio manager and client advisor with Robinson Smith Wealth Advisors in Portland, Maine.
Donna graduated with a B.A. in Economics and a minor in Business Administration from the Peter T. Paul College of Business and Economics at The University of New Hampshire. She also holds a certificate in financial planning from Boston University.
A native Mainer, Donna lives with her husband in Brunswick, Maine. She is a member of the Financial Planning Association and the Maine Estate Planning Council. She is the former state treasurer of Maine Women’s Network and works on the annual auction committee for Boys & Girls Clubs of Southern Maine. In her spare time she enjoys scuba diving, theater, and supporting various organizations in the arts while also being a lifelong member of Red Sox Nation.