Donna W. Timmerman

Retirement Planning Specialist , Financial Advisor at EQUITABLE ADVISORS

Role: Retirement Planning Specialist, Financial Consultant Advisor at Equitable Advisors
Location: Delray Beach, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Donna W. Timmerman

After decades of operating successful businesses, Donna desired a change. Her practical…

Experience

Retirement Planning Specialist, Financial Consultant Advisor
Equitable Advisors
Jun 2020 — Present
The financial advisors of Equitable Advisors, LLC provide holistic and personally tailored financial advice for their clients.

Skills

Iras
Wealth Management
Retirement Savings
Sep Ira
Retirement Benefits
Investment Strategies
Wealth Management Services
Wealth Accumulation
Retirement Plan Consulting
Retirement Income Strategies
Personal Financial Planning
Retirement Planning
Tax Reduction Strategies
Consistent Level of Service
Creative Problem Solving
Financial Goals
Asset Allocation
Risk Management
Portfolio Management

Contact information

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Work email
d••••••••@equitable.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••76

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Current company

Equitable Advisors

Financial Services · 4.3K employees

At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (21••••••00), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to s••••••••@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-89•••••14/26)(Exp. 4/30)

equitable.com

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About Donna W. Timmerman

Experience

Retirement Planning Specialist, Financial Consultant Advisor

Skills

Find verified contacts for anyone on LinkedIn