Donna M. Stefans, Esq., Aif Email & Phone Number

I have over 20 years of experience in Elder Law, Estate Planning, Retirement Income Planning, Income Tax, Asset Management and Capital Investment -- giving me the ability to create and maintain holistic life-care plans for clients – from birth to legacy.I am also the President of Summit Tax Advisors Inc., a full service personal, business, trust accounting, income tax, and consulting practice. Currently, I am an Investment Advisor Representative with Cetera Advisor Networks LLC, and an Accredited Investment Fiduciary (AIF).I spend much of my free time working with people who have Alzheimer’s, Dementia, and other special needs. I am currently a member of the Board of Directors of the Long Island Chapter of the Alzheimer’s Association.I am also the Chair of the New York State Bar Association Financial Planning & Investment Committee. I am also a member and active participant of the: National Academy of Elder Law Attorneys, National Academy of Special Needs Planners, National Aging in Place Council, Financial Services Institute, Financial Planning Association, and the Nassau and Suffolk County Bar Associations. • Accredited Investment Fiduciary (AIF)• Licensed to practice law in Florida and New York.• Investment Advisor Representative with Cetera Advisor Networks LLC• Series 7 & 63 & Securities Registrations• NY State Life, Accident and Health Insurance Licenses*Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.Law and Tax services are offered through Stefans Law Group and Summit Tax Advisors.

Listed skills include Financial Planners, Elder Law, Estate Planning, Estate Law, and 5 others.