About
Welcome to Investment Watch!
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.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
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.
Kathi Morlock
Kathi is an intricate part of the Operational Functions and continued growth of Investment Watch LLC. She has earned a Bachelor of Science Degree in Business Administration from Towson University and holds a Series 6 FINRA Investment Company and Variable Contract Products Representative 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. Our Broker-Dealer, Cambridge Investment Research, has an Operations Advisory Council in which she is a member. 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.
She is also the Website Administrator and Special Projects Coordinator for the Interscholastic Athletic Association of Maryland (IAAM) which is an organization consisting of 31 private and parochial schools, overseeing more than 400 Varsity and JV teams in 14 sports. In her spare time, Kathi enjoys running and biking and spending time with family and friends.
Sheila Diaz
Sheila joined Investment Watch, LLC in March 2015. She has her Financial Paraplanner Qualified Professional (FPQP) designation, 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.
Joselyn Cossentino
Joselyn is an Administrative Assistant with her WMS designation. However, her title does not accurately reflect all she does for Investment Watch. Joselyn handles our bookkeeping, accounts payable, and coordinates all of 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.
Outside of Investment Watch Joselyn enjoys relaxing with her husband Angelo and their three amazing children Natalie, AJ, and Ethan.
Our Qualifications
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!
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:
- Araminta Freedom Initiative: A non-profit with a mission to awaken, equip, and mobilize the Church and community in Maryland to end human trafficking through education, prevention strategies, and restorative survivor services.
- One Love Foundation: Educate young people about healthy and unhealthy relationships, empowering them to identify and avoid abuse and learn how to love better.
- Cool Kids Campaign: Devoted to improving the quality of life for pediatric oncology patients and their families by focusing on the academic, social and emotional needs brought on by a cancer diagnosis.
- Salvation Army Angel Tree: Angel Tree is a Christmas assistance program that provides gifts of new clothing and toys to thousands of children. Yearly, we “adopt” angels and purchase clothing, shoes, coats and toys to Baltimore’s neediest children.
- Toys for Tots: The basic mission of the Marine Toys for Tots Program is to collect new unwrapped toys and distribute those toys to less fortunate children at Christmas.
Our Location
230 Schilling Cir Suite #352
Hunt Valley, MD 21031
Ready to meet with a trusted Investment Watch advisor?
We provide free consultations to discuss your financial situation. We will
Check the background of this financial advisor on FINRA's BrokerCheck
Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, DE, FL, GA, MA, MD, MO, PA, TN, VA, DC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with Investment Watch, LLC