Donna M. Temple

As a Senior Vice President, Wealth Management Officer Donna advises high-net-wroth clients and their families on financial, retirement, estate and tax planning.

Experience

Donna joined People’s United Wealth Management in 2016, from Bangor Savings Bank where she worked for eleven years as a Senior Account Officer. Prior to Bangor Savings Bank, Donna worked at Pierce Atwood LLP as a Paralegal in the Trusts & Estates Group. Donna has more than 18 years of experience in trusts and estates and is a proven leader in client relationship management.

Professional Designations

Certified Trust and Financial Advisor (CTFA)

Affiliations

  • Secretary, Maine Estate Planning Council
  • Androscoggin Home Care and Hospice
  • Maine Children’s Cancer Program
  • Portland Conservatory of Music
  • Maine Medical Center

Education

  • BS, Office Management, HussonCollege
  • Cannon Financial Institute, CTFA certification
  • American Bankers Association

Other

Donna lives in Portland with her husband and two children. She enjoys reading, many outdoor activities and spending time with her family.

Contact Info

207-828-3157

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Related Information


Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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