Donna Schmitt

Executive Assistant to John R. Sanderson at Sanderson Wealth Management - Buffalo, NY, US

Donna Schmitt's Colleagues at Sanderson Wealth Management
Meghan Stith

Executive Administrator

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Regyna Taberski

Client Service Administrator

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Justin Schiavitti

Director of Technology & Innovation

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John Sanderson

president

Contact John Sanderson

Jim Sanderson

IT Manager/ Mechanical Engineer Retired

Contact Jim Sanderson

Susan Braun

Executive Assistant

Contact Susan Braun

Karen CPA

Tax Consultant

Contact Karen CPA

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Donna Schmitt's Contact Details
Email (Verified)
***@sandersonllc.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
716-566-2420
Location
Buffalo-Niagara Falls Area
Company
Sanderson Wealth Management
Donna Schmitt's Company Details
Sanderson Wealth Management logo, Sanderson Wealth Management contact details

Sanderson Wealth Management

Buffalo, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.

Personal Financial Counseling Estate Planning Investment Advice Tax Planning and Compliance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Donna Schmitt
Donna Schmitt currently works for Sanderson Wealth Management.
Donna Schmitt's role at Sanderson Wealth Management is Executive Assistant to John R. Sanderson.
Donna Schmitt's email address is ***@sandersonllc.com. To view Donna Schmitt's full email address, please signup to ConnectPlex.
Donna Schmitt works in the Investment Bank/Securities Brokerage industry.
Donna Schmitt's colleagues at Sanderson Wealth Management are Meghan Stith, Regyna Taberski, Justin Schiavitti, John Sanderson, Jim Sanderson, Susan Braun, Karen CPA and others.
Donna Schmitt's phone number is 716-566-2420
See more information about Donna Schmitt