Donna Boyette

720-738-0531

Donna has been in the financial services industry for over 45 years. She has held a variety of positions such as a receptionist, wire operator, and 23 years of experience as an Operations Manager overseeing several large offices and their support staff. She also worked as an Administrative Manager and then moved into training and development at national firm before joining Wells Fargo Advisors LLC in 2006 as the Branch Liaison before her current role as a Senior Registered Client Associate for Virtuent of TSG Wealth Management. Donna strives to deliver the highest quality customer service, and her experience has proven invaluable in assisting clients in all aspects of their Wealth Management journey.

Donna was born and raised in Minnesota and in 1986 moved to Chicago with her husband Tom and daughter Leslie. In 1999, they moved to their current home in Colorado. Donna has volunteered more than 2,450 hours for Children’s Hospital Colorado since 2001. She previously has served on the Association of Volunteer, Foundation and Hospital Boards with Children’s. She has volunteered in the gift shop and is a member of the training team for new volunteer orientation each month.

She and her husband are very active in their church and enjoy spending time with their daughter. Colorado is a beautiful place for spending time in the great outdoors with family and friends.

Registrations, Licenses & Certifications

• FINRA Series 7 – General Securities Representative
• FINRA Series 9/10 – Limited Principal/Branch Manager
• FINRA Series 63 – Uniform Securities Agent
• FINRA Series 65 – Uniform Investment Advisor
• Life, Accident, Health, and Variable Annuity Licenses
• CA Insurance License Number: 0I34097. Resident State: CO.

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