Donna Teets

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Donna Teets

Compliance Associate

Donna began her career with a local Broker/Dealer firm upon graduation from high school. She subsequently obtained a degree in Business Administration and has spent over 40 years serving in Management roles with Investment Adviser and Broker-Dealer firms.

Most recently Donna has served for almost 20 years as the President and Chief Compliance Officer of a FINRA Broker-Dealer firm, as well as Chief Compliance Officer and Vice-President/Director of Operations for a Registered Investment Advisor firm. She holds several industry-related licenses, as well as the Certified Regulatory & Compliance Professional (CRCP) designation through FINRA and the Wharton Business School.

Donna has now decided to work part-time, rather than fully retire, and has happily joined Almanack Investment Partners to assist in the Compliance Department. With this extra flexibility she enjoys spending time with friends and family, and ballroom, swing and country-western dancing, as well as traveling, gardening and reading.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Jane Faber, New York

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Jane Faber, New York

Jane Faber, New York

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

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