Donna Tait

Donna Tait has a comprehensive work experience in the financial and estate planning industry. Donna has held various roles and positions in esteemed organizations throughout their career. Donna began their career as an Assistant Vice President at PNC Wealth Management in 1985 and later became a Vice President at Wilmington Trust in 1994. In 1999, they joined The Haverford Trust Company as a Vice President and Portfolio Manager, where they managed client portfolios and provided financial advice to high net worth individuals, non-profits, and tax-advantaged accounts. Donna also served on several committees within the company. Additionally, Donna was a Member of the Board of Directors at the Delaware County Community Foundation and a Member of the Estate Planning Council of Delaware. Donna also held leadership positions on the boards of the Delaware County Estate Planning Council and the Philadelphia Estate Planning Council. Donna has been an active fellow member of the Union League of Philadelphia since 2000. Overall, their work experience showcases their expertise in portfolio management, client advisory, and their involvement in various industry organizations.

Donna Tait earned their B.S. degree from West Chester University of Pennsylvania. Donna then pursued further education and completed the Certified Financial Planner (CFP) program at the College for Financial Planning in 1989. Additionally, Donna obtained certification as a Certified Trust and Financial Planner (CTFA) from the Institute of Certified Bankers in 1999.