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.

Kathi Investment Watch

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. In her spare time, Kathi enjoys running and biking and spending time with family and friends.

Joselyn Cossentino

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

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, MA, MD, PA, TN, VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with Investment Watch, LLC
Cambridge’s Form CRS (Customer Relationship Summary)