Donna Rowan, J.D.*,LL.M., CLU, ChFC

I am AVP, Financial Services Legal Regulatory (National Design/ Advanced Planning) based in Hartford, Connecticut. My expertise is in advanced planning case design and tax and legislative monitoring and reporting. I principally support and regularly speak with Financial Professionals, their staff, client’s attorneys, and accountants and other tax specialists throughout the country on a wide variety of tax planning issues, working on financial planning designs to develop effective client solutions and alternatives.

I joined Osaic via the acquisition of Lincoln Financial Network (LFN). Prior to joining CIGNA/Lincoln Financial Advisors in 1991, I was a tax consultant for Arthur Andersen & Co. in Hartford working in the areas of personal and corporate income taxation as well as estate, gift and trust taxation. I received a BA degree in English from the State University of New York at Buffalo and a J.D. from Western New England University School of Law. Additionally, I received an LL.M. in taxation from Boston University School of Law. To further enhance my understanding of the financial services industry, I also earned my CLU and ChFC designations from The American College of Financial Services.

* Licensed but not practicing onbehalf of Osaic, FA.

Securities and investment advisory services are offered through the firms: Osaic FS, Inc. and Osaic FA, Inc., brokerdealers, registered investment advisers, and members of FINRA and SIPC. Osaic FS, Inc. and Osaic FA, Inc. are separately owned and other entities and/or marketing names, products, or services referenced here are independent.

CRN-7353323-111824