Donna grew up in Venice and started her banking career after graduating from Venice High School with a local independent bank where she worked for over a decade. While she was always interested in the legal field, Donna attended legal training and has worked for several local estate planning, probate, corporate and real estate attorneys for the past 13 years. Donna attained her Florida Registered Paralegal certification with the Florida Bar in 2008.
While working in banking, she met and worked with our Executive Vice President, and Senior Trust Officer, Wendy Fishman, whom she has kept in touch with through business relations and at the local YMCA. Growth of the organization is always good and a need for a trust assistant became prevalent. Wendy thought Donna would make a perfect fit for Caldwell Trust. With her knowledge and experience in the legal field, Donna adds further depth to our Trust Administration team.
Donna enjoys outdoor activities and has a passion for singing and music.