Sherri Donaldson, CFP®, ChFC®, MSFS, CASL

Sherri Donaldson is a CFP® professional with M&T Securities, a subsidiary of M&T Bank Corporation. Mrs. Donaldson is a Senior Training Specialist and Assistant Vice President within the M&T Investment Group. She administers and instructs undergraduatelevel courses for CFP® and Registered ParaplannerSM candidates, various FINRA and insurance pre-licensing courses, as well as specialized trainings on topics such as succession planning, protection, and retirement needs of small business owners.

Ms. Donaldson earned a Bachelor of Science in Business degree from The Pennsylvania State University and a Master of Science in Financial Services degree from The American College. Throughout her career she has held various positions in the retirement plans, insurance, and securities markets.

Sherri is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Advisor for Senior Living. She also holds Pennsylvania life, accident and health insurance licenses and FINRA series 6, 7, 24, and 63 licenses, and is an active member of the Financial Planning Association.