Donna M. Scotti is a wealth management financial advisor based in Boston.

Donna specializes in investment and fiduciary management; trust administration; estate, financial, and tax planning; and the management of qualified and nonqualified deferred compensation plans.

She’s worked with Bank of America and BNY Mellon Private Wealth Management and smaller boutique firms Boston Financial Management (which is now CAPTRUST), Middleton & Company, and Winslow Wealth Management.

Donna has served as a wealth advisor and investment and fiduciary manager for institutions and nonprofits, business owners and entrepreneurs, trust donors and beneficiaries, and high-net-worth individuals and families. In these roles she’s provided investment and portfolio management, estate planning, financial planning, tax planning, estate and fiduciary management and administration, and management and administration for nonqualified deferred compensation plans.

Outside of work, Donna enjoys active worldwide travel that includes cycling, kayaking, scuba-diving, and hiking. She also enjoys music, art, and spending time with her family, friends, and poodles Louis, Otto, and Layla.