Atlanta Office – Donna Pelletier

Here’s our story. We look forward to hearing yours.

Donna Pelletier | Director of Client Relations

Donna A. Pelletier entered the Atlanta financial service community in 1982 working with Financial Service Corporation, one of the founding firms of the now nationally recognized financial planning community.  Donna then worked for three Atlanta based Broker Dealers until 2000 in Operations, Retirement Planning with Self-Directed Trustees, Recruiting and Transitioning of Registered Advisors. Additionally, she was Marketing Manager for an Advisory Service Program for multi-faceted Money Managers and Wrap Fee programs.  Donna also represented Long Term Care insurance policies in 1997 to members of the Georgia Retired Teachers Association.

Since 2000, Donna has worked in financial planning offices supporting Financial Advisory practices, principally in the office of Thomas M. Tolleson, Jr. of Wellspring Advisory Services, LLC. where she has worked as Director of Client Services and Operations Manager. Donna has especially enjoyed this role where she has developed relationships with individuals and small business owners throughout the years.  Donna has been FINRA registered since 1985 with a Series 7 Registered Representative License, as well as Series 63 and Series 24 Supervisory Principal licenses.

Donna currently lives in the City of Duluth.  She grew up in New England, moving to Atlanta to attend Oglethorpe University, then graduating from Georgia State University in 1981.  Donna enjoys spending time with her friends and family, travel, interior design and reading. She is an active member of her Sunday School Class and church at Johns Creek Baptist Church.