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Donna Dubois McConnell

Headinvest

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About Donna Dubois McConnell

Donna McConnell is a registered investment advisor representative for Headinvest. Donna has been in the industry since 1993. Donna is a registered investment advisor in Maine and Texas. Donna is a graduate of the University of Maine. Donna has been a top advisor in the Portland area for many years and specializes in providing financial planning, portfolio management, and selection of other advisors. Donna has a strong track record of success and is committed to providing her clients with the highest level of service.

Firm Information

Donna McConnell is currently registered with Headinvest. Headinvest, based in Portland, ME, is an investment advisor with over $897 million in regulatory assets under management. They provide a range of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. They serve a variety of client types, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Headinvest

7 CUSTOM HOUSE ST

PORTLAND, ME 04101-4194

$897.64M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna McConnell’s Registration & Firm History

ME

06/08/2006 - Present

Headinvest (PORTLAND ME)

NY

04/19/1993 - 09/10/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donna Dubois McConnell.
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