Donna has worked for New England Investment & Retirement Group for over 8 years and has over 20 years of experience in customer service.

As our client services manager, Donna has a wide variety of responsibilities which include oversight of client services, marketing, and compliance, as well as systems and strategic planning. She works closely with office staff and our financial consultants to ensure that all aspects of our business run efficiently and remain compliant with industry regulations.

She currently holds FINRA Series 6 and 63 registrations.

In her free time Donna likes to cook and garden.  She also enjoys exploring the Vermont countryside with friends and her trusty dog Cody by her side.

dlister@neinv.com