Donna M. Cheswick, CDFA™, Financial Advisor and Shareholder

by | Jul 10, 2013 | People

Donna M. Cheswick

donna cheswick

“Life is not about waiting for the storm to pass….it’s about learning how to dance in the rain!”  Vivian Greene

Donna M. Cheswick, CDFA®, Financial Advisor 

With over 30 years of experience, Donna provides objective financial guidance and independent investment advice to individual and institutional investors.  She takes a personal approach to understand the financial goals and the lifestyle needs of each of her clients to provide full-service long-term financial solutions and to educate clients on the complexities of the financial world.   

Since 2008, Donna has been a Certified Divorce Financial Analyst® and helps clients and their attorneys better understand the financial complexities surrounding divorce and forecasts the long-term effects of alternative  settlement proposals. She is also trained as a financial neutral in the Collaborative Divorce Process and is a Divorce Mediator. Donna presents seminars/workshops on a variety of topics relating to finance and divorce. She writes articles that have been featured in local and national print and online publications and radio. Donna facilitates and teaches monthly Divorce Workshops for Women and is a guest speaker for local DivorceCare groups.  

She is very active with local networking and community organizations. She is a member and Chair of the Board of Advisors for the Institute for Divorce  Financial Analysts (IDFA), a member of the Collaborative Law Association of Southwestern PA (CLASP), member of Women’s Business Network, and a Court Appointed Special Advocate (CASA volunteer) for children suffering from abuse and/or neglect. Donna lives in Penn Township with her husband. She has two adult sons.  

Education:

  • Duquesne University, School of Business – BS/BA

Certifications:   

  • Certified Divorce Financial Analyst® (CDFA®)  
  • FINRA Series 7, 63, 65 Licenses

AWARDS:   

  • Women’s Choice Award – Financial Advisor 2014 and 2015
  • Five Star Wealth Manager for 2012, 2013, 2015 – 2020

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information go to www.fivestarprofessional.com.

Ms. Cheswick’s email address is dcheswick@medallion-wealth.com

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