Donna Imbesi

Donna Imbesi is a client service professional supporting the Barnes team at Coastline Wealth Management. She assists with scheduling, account documentation, deposits, statements, client communications, and other day-to-day service needs. Donna takes the time to understand each client’s history and circumstances so she can provide personal, attentive support and connect them with the appropriate member of the team.

Donna enjoys being part of a collaborative team and continues to expand her knowledge of the technical side of client service. She approaches her work with care, attention to detail, and a genuine interest in building lasting relationships with the clients she supports.

Outside of the office, Donna enjoys spending time with her three children and cheering them on at their sporting events.