Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

mountain climbers

Donna Longfellow

Vice President–Wealth Management

Financial Advisor

Donna has been in the financial services industry for nearly 40 years.  In 1980, she began her career with UBS (formerly PaineWebber) in operations, and has been a Financial Advisor since 1993.  Donna has been awarded Vice President-Wealth Management.

Donna is a native of Norton, Ohio and is very involved in the community.  She is currently President of Wolf Creek Players, past Treasurer of the Norton Music Boosters and past Secretary of the Akron Area Soap Box Derby. Donna is also involved in V-Day, an international organization to stop violence against women and young girls.

Licenses
Series 6/Investment Company Products/Variable Life Contracts Representative Exam
Insurance licensed in OH, NC Health, Life, LongTerm Care, Variable Annuity and Variable Life
Series 7/General Securities
Securities licensed in AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WY
Series 63/Uniform State Exam

Personal & Community
President, Wolf Creek Players, community theater
Past Treasurer, Norton Music Boosters
Past Secretary, Akron Area Soap Box Derby
VDay, a global movement to end violence against women and girls
Reside in Norton, Ohio with musician husband, Tim, and daughter Gray attends Ohio University

Away from the office, Donna enjoys spending time with her musician husband Tim, daughter Gray, their dogs and cats, and her involvement in community theater.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Norton High School

Credentials

  • Certified Investment Management Consultant
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
  • (330) 665-7418

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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