Donna McNally

Donna McNally has extensive experience in client relationship management and event planning. Currently serving as Client Experience Manager and previously as Client Services Manager at Concentus Wealth Advisors since December 2012, Donna has developed a strong focus on enhancing client interactions. Prior to this role, Donna worked as Client Relationship Manager at Strid Wealth Management from January 2013 to February 2014. Earlier in their career, Donna was an Event Planner at Meridith's Catering from October 2007 to January 2013, demonstrating a versatile skill set in managing client needs and organizing events.