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Financial Consultant
Clarion , PA
814-223-9990
Email
Donna Case joined Parker/Hunter,
a division of Janney Montgomery Scott LLC, in 2001 following a 20 year
career in banking where she held multiple management positions. As a Financial
Consultant she offers her clients, both individuals and businesses, a
full range of investment products and services including stocks, bonds,
mutual funds, IRAs, annuities, CDs, portfolio management, financial planning,
retirement planning, and estate planning. Additionally, Donna is a member
of the Lerch Team at Parker/Hunter which includes Orville Lerch, Branch
Office Manager and Senior Vice President / Investments, as well as Matt
Lerch, Vice President / Investments. Sales Assistants include Carole
Bachman and Beverly Lauer.
Donna was attracted to Parker/Hunter because of the firm’s long-standing reputation of integrity and dedication to client service. She also appreciates that Parker/Hunter has the same investment vehicles, capabilities and access to fund families as national brokerage firms, but offers these services on a more personal level.
Donna’s investment philosophy is one that is based on trust. She tailors a plan that strives to help each client reach their financial goals through responsible investing.
Office:
Clarion , PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, financial planning, retirement
planning, estate planning.
Personal:
A native of the New Bethlehem area, Donna graduated from Redbank Valley High School and attended Clarion University. She and her husband Bobby continue to enjoy the people and advantages of smaller community living.
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Donna Case