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 headshot

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.

Sheila Coon headshot

Sheila Coon

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.

Matt Culloty

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!


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!


Our Location


230 Schilling Cir Suite #352
Hunt Valley, MD 21031

Get Directions

We are located at 230 Schilling Circle Suite #352 in Hunt Valley. We are easily accessible from I-83 or York Rd and have wonderful facilities at your fingertips. Our building is located across the street from the EA Engineering, Science, and Technology building. Enter through the main entrance and take the elevator to the third floor.
We look forward to meeting you! If you need to contact us for any reason, please feel free to give us a call at (410) 449-1140 or fill out our easy to use contact form. You can also email us directly at sheilac@investmentwatchllc.com. Have a great day!

First Location picture for Investment Watch LLC
Location image of the main sign for the office building of Investment Watch, LLC
lobby of main building at Investment Watch location
Inside Investment Watch LLC office entrance
Inside Investment Watch LLC waiting area

Ready to meet with a trusted Investment Watch advisor?

We provide free consultations to discuss your financial situation. We will LISTEN to your case and tailor a strategy that meets your goals.

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, 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