TD Bank - Katy Donahue Relationship Manager

katy.donahue@td.com
Registered Address
1227 Main Street
Worcester, MA 01603
US
With over four years of experience in the financial services industry, 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

  • Private Banking
  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services

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

Worcester State University

Bachelor of Science

Katy can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
TD Automated Investing Plus
TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.

Let's talk about your personal wealth journey

At every stage of investing, we can help
We'll help you get started and to find an appropriate investment
Whatever your goals or timeline, we can help you get there.
Work towards a worry-free retirement and leave the legacy you want
Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.

Frequently Asked Questions

About TD Wealth

For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.