Merrill Lynch Wealth Management

Visit our office today located in Worcester, MA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.

Katy Donahue is a dedicated Financial Advisor at TD Wealth in Worcester, MA, specializing in fostering strong client relationships and helping individuals and businesses achieve their financial goals. With a background as a Financial Advisor at Edward Jones and a Human Resources Director at Telegram Gazette, Katy brings a wealth of experience and knowledge to her clients. A graduate of Worcester State University, Katy holds her FINRA Series 7 and 66 registrations, as well as a Life and Health Insurance License. She offers a range of services, including investment management, wealth planning, and comprehensive strategies tailored to meet the unique needs of her clients. Generated from the website