Donna Atkins

Donna Atkins

Investment Advisor Representative

Donna Atkins, CPA-PFS, Independent Investment Advisor


Donna Atkins is a Certified Public Accountant and Master Personal Financial Planner (MPFP).  As a registered investment advisor and representative since 1999, she holds a series 7, 24, 63, 65 and life health licenses.


With over 30 years experience in financee and tax know-how, Donna offers creative tax and financial planning, investigative research, investment modeling, and entrepreneurial skills.


Her analytical and research capabilities include fundamental analysis, business retirement planning, education planning, and investment modeling.  With professional knowledge in employee benefit education, required minimum distributions, estate and tax planning, and budgeting Donna can assist you with all your retirement needs. 


Donna is a graduate of Bentley University, Waltham, MA earning a Master of Science in Financial Planning and a Bachelor of Science degree in Accountancy.  She also holds an Associate of Science degree in fine art from Endicott College, Beverly, MA.


Donna's motto “Life should be fun!” will help you balance your future financial needs with any current passionate purpose.  Her favorite saying “The only stupid question is the one Not asked!”  So please send an email and ask.


Donna teaches as an adjunct faculty member and as an instructor for the CPA exam.  In her spare time, she enjoys photography, videography, fine art, dancing, writing, sailing and hiking.


Donna supports and is a member of local cable access television, various art associations, and dance studios.  Her favorite associate, Bear is a black rescue Pomeranian.

Phone 800-631-9997
Fax 781-224-9920
Mobile Phone 603-383-6300