Donna Denoncourt, APMA®, CSRIC® , CPFA®

Donna is a LPL Financial Advisor who believes that financial planning should be personal, purposeful, and—whenever possible—a little fun.
After spending 25 years working in higher education, Donna made the leap into financial advising. Today, she helps clients navigate their financial lives with a focus on thoughtful planning, long-term goals, and her particular passion, Socially Responsible Investing (why she earned her CSRIC). She believes your money can work toward your financial future while also reflecting the values that matter to you.
Donna earned her Bachelor’s degree from Westfield State University and her Master’s degree from Western Illinois University. She is a proud believer in lifelong learning—which probably explains why 25 years in higher education felt like excellent preparation for a career where there is teaching and always something new to learn!
She currently serves as a Board Member of the Merrimack River Watershed Council and Past President of the Malden Chamber of Commerce. In the spring, you may even find her counting fish as part of the Annual Herring Run. Yes, really. It turns out “financial advisor” is not the only job where keeping an eye on the numbers matters!
Donna lives in Amesbury, MA with her wife, Maryanne, and their two Chihuahuas, who are excellent at supervising and questionable at taking financial advice. When she isn’t working, Donna enjoys kayaking, swimming, bowling, and spending time outdoors. She loves being active in her community and believes that some of life’s best investments are the time we spend with the people we love, the places we care about, and the causes that make our communities better.
Whether she is talking about retirement planning, socially responsible investing, the Merrimack River, or trying to improve her bowling score, Donna brings curiosity, enthusiasm, and a genuine desire to make a difference to everything she does.