Welcome to Investment Watch!
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Meet Our Team
Donna Buchanan is Founder and Financial Advisor at Investment Watch, LLC. She holds a Series 63, 65 and 7 Securities License along with a Life Health and Annuities License. Donna is committed to forming long-lasting relationships with clients while helping them to meet their goals through customized strategies. Prior to establishing the company in 1992, Donna was a Branch Manager in the banking industry. She has her Bachelors of Science from Washington College, Masters from Loyola University and is pending her Cumulative Exam with College for Financial Planning Curriculum. Donna is married to her business partner, Phil. They have 3 wonderful daughters and reside in Cockeysville, Maryland.
joined Investment Watch, LLC in March 2015. Sheila manages client relationships and helps support all facets of the advisory process and client experience. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. She acts as the company liaison with custodians, investment managers, and other outside agencies. Sheila speaks Spanish fluently. She holds a Series 6 Securities License and a Property and Casualty license. Other licenses to follow in the near future. Prior to joining the team at Investment Watch, Sheila held multiple positions in Banking, Investment Operations, Insurance and Travel Industry. She volunteered at her local church as a Sunday school teacher, inner city outreach leader, and VBS Director. She is the proud mother of one daughter, whom she refers to as her “gift from God”. She enjoys spending her leisure time with her family and friends.
Kristina DeJesus, known as Kristy is the Administrative Assistant at Investment Watch. She joined the team in February 2017. Kristy has many years of customer service and office administration experience. She is responsible for answering phones, scanning our files into our CRM system, and assisting in any special projects. Kristy is also a licensed cosmetologist and remains active during her spare time. She is happily married and has two boys. On her leisure time, she enjoys hiking, going to the beach and spending quality time with her family and close friends.
Matt is Investment Watch’s marketing guru. The team leans on him for advice and expertise when it comes to digital and print marketing initiatives like our quarterly newsletter, this very website you are viewing, brochures and collateral, social media management and more. He joined the team in 2017 and his role continues to grow as our efforts in marketing evolve. Matt was born and raised in Baltimore and attended Elon University where he achieved a Bachelors degree in Computer Information Systems and a Masters in Interactive Media.
Looking to join our team? We are currently hiring new advisors!
We have been working with individuals and businesses in the area for nearly 20 years. Each of our investment representatives has extensive personal and professional experience. We hold various professional designations, are qualified representatives and 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 that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertize to help you pursue your financial goals!
230 Schilling Cir Suite #352
Hunt Valley, MD 21031
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Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, DE, FL, GA, MD, NC, PA, TN, VA, WI, WV, DC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with Investment Watch, LLC