Broker Check

Team

Meet the mother and daughters team:

 
Donna Bellamy is an independent financial advisor with more than 28 years of experience in the industry. She holds securities licenses 6, 7, 63, and 65 and the Life Underwriter Training Council Fellow (LUTCF) designation.

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Lydia Bellamy-Palma has been assisting her mother, Donna, as an administrative assistant since 1997. She assists with processing and handling clients, speaking with them on the phone and in the office.

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As an administrative assistant, Janine Schwark assists her mother, Donna, with keeping the office and client files organized.

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