About
Welcome to Investment Watch
We work with individuals and businesses across the East Coast and greater United States on their biggest financial challenges. Each of our investment representatives has extensive personal and professional experience in the areas of financial planning, investment management, and tax-advantaged investing. We hold various professional designations and are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we provide is a roadmap to work toward a more secure financial future. We looking forward to using our expertise to help you pursue your financial goals!
Meet Our Team
Donna Buchanan
Founder/ Financial Advisor
Donna founded Investment Watch in 1999 and holds FINRA Series 7, 63, and 65 securities licenses along with life, health and annuity insurance licenses. Equal to her passion for her clients is Donna’s passion for her three daughters – Lexi, Savannah, and Kristina. Balancing work and family has given Donna firsthand experience in the challenges of modern parenthood.
With the family grown, Donna’s primary focus now is serving her clients and supporting her team members – she is fortunate to work alongside such a talented team at Investment Watch.
Donna earned a bachelor’s degree from Washington College and a master’s degree from Loyola University. She continually seeks new education opportunities, and is pending a cumulative exam with the College for Financial Planning to earn the Certified Financial Planner™ professional certification.
Bonnie Hill, CPA, AIF®, CFP®
Financial Advisor
Bonnie is a financial advisor and based in our Connecticut office. She has always enjoyed being a “number cruncher” and solving puzzles. She combined this skillset with her passion for helping people to become a successful CPA managing her own practice.
When clients would come in for tax preparation, they would bring financial documents for Bonnie to review. She found they were often making costly decisions because they didn’t understand all the options available. They weren’t aware of the instruments and strategies available to them, nor the tax consequences of their choices. No one was looking out for her clients’ best interests.
Recognizing that need, Bonnie transitioned to offer financial planning services and found it was her true calling. She is a Certified Financial Planner™ professional, Accredited Investment Fiduciary, and holds FINRA Series 7 and 66 licenses.
Joselyn Cossentino
Office Manager
Joselyn is our office manager and holds the Wealth Management SpecialistSM designation. However, her title does not accurately reflect all she does for Investment Watch. Joselyn handles our bookkeeping, accounts payable, and coordinates all our client events. She is the epitome of a team player and most often the friendly voice our clients and prospective clients hear when they call the office.
Joselyn is licensed to offer life and health insurance, and is pursuing her securities licenses to further expand her role on the team.
Outside of Investment Watch Joselyn enjoys relaxing with her husband Angelo and their three amazing children Natalie, AJ, and Ethan.
Kathi Morlock
Operations Manager
Kathi is an intricate part of our operational functions and continued growth of Investment Watch. She earned a Bachelor of Science Degree in business administration from Towson University and holds the FINRA Series 6 License. Kathi has a vast array of knowledge from working in trust operations in banking, accounting in real estate, being a licensed realtor, as well as leadership in daily operations of wealth management.
Kathi is a member of the Operations Advisory Council at our independent broker-dealer, Cambridge Investment Research, Inc. The advisory council interacts directly with Cambridge’s Operations Department as an advocacy group for Cambridge financial professionals. They engage directly with Cambridge’s senior leadership in addition to acting as an advance test group for innovative features offered by the independent broker-dealer.
In her spare time, Kathi enjoys running and biking and spending time with family and friends.
Makenzie Molina
Office Assistant
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Makenzie joined the Cambridge Source Office Assistant program in August 2023 and has been with Cambridge since 2017. Makenzie specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. Makenzie is a Certified Six Sigma Yellow Belt and has acquired the firm’s Platinum Customer Service Excellence certification. She currently lives in Ottumwa, Iowa, where she enjoys spending time with her family, dogs, and watching the Green Bay Packers and Iowa Hawkeyes football.
Barbara Riggle
Administrative Assistant
Barbara has over 25 years of experience in customer service, having dedicated much of her career to McCormick & Company, Inc. She played a key role in supporting McCormick’s largest customer account, ensuring timely, accurate orders, and collaborating closely with distribution partners to keep everything running smoothly. Known for her proactive approach, Barbara led cross-training and process improvements that enhanced team performance and customer satisfaction. She was recognized with two CP McCormick Awards and a Star Thrower Award for her dedication and impact.
Outside of work, Barbara enjoys spending time with family and friends and is always looking for new opportunities to learn and grow.
Non-profits We Support
Our intention at Investment Watch is to have a positive influence on our community by donating to our local programs. We are proud to say that we support the following charities:
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