TD Bank - Katy Donahue Financial Advisor

(508) 688-0494
(508) 688-0494
katy.donahue@td.com
Registered Address
370 Main Street
Worcester, MA 01608
US
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Katy has been actively engaged in fostering strong client relationships and helping clients with their financial goals.

Katy works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.
Prior to joining TD Wealth in Worcester, MA, Katy held roles as a Financial Advisor at Edward Jones and as a Human Resources Director at Telegram & Gazette.

Katy is a graduate of Worcester State University with a Bachelor of Science degree in Urban Studies. She currently holds her FINRA Series 7 and 66 registrations and Life and Health Insurance License.
When she is not working, Katy enjoys spending time with her daughter, son, and granddaughter. She is also on the Board of Directors for Audio Journal, Inc.

Languages available

English

Services

  • Planning
  • Investment
  • Management Services
  • Annuities
  • Life Insurance

Registrations

  • Series 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
  • Life/Health Insurance License
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Worcester State University

Bachelor of Science

Katy can meet at these stores

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TD Investment Services (US)
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Private Client Group
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