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Donna Clifford, Financial Advisor.
Donna has been a financial advisor since 1994, with more than 15 years specializing in socially responsible investing. She has securities registrations Series 6, 7, 63, and 65, and is an Enrolled Agent.
Donna is insurance licensed in the state of Massachusetts. Donna is a representative of and offers securities through Vanderbilt Securities LLC, member FINRA/SIPC.
Professional memberships include:
- Green America
- Social Investment Forum
- First Affirmative Financial Network
- Sustainable Business Network
- National Association of Enrolled Agents
- Massachusetts Society of Enrolled Agents.
Community affiliations:
- Zonta Club of Medford, a part of Zonta International
- NAACP, life member of the Mystic Valley Branch.
- Melrose Unitarian Universalist Church member of Social Justice Committee.
Email:
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Theresa Timmerman, Financial Advisor.
Terry has been a financial advisor since 2006. In 2015 she joined Rainbow Solutions to pursue her interest in sustainable and responsible investing. She has securities registrations Series 6, 7, 26, 63, and 65, as well as Department of Insurance licenses in NH, MA, ME, VT.
Terry is a representative of and offers securities through Vanderbilt Securities LLC, member FINRA/SIPC.
Professional memberships include:
- First Affirmative Financial Network
- Sustainable Business Network
- Green America
Community affiliations:
- Zonta Club of Concord, NH
- Lakes Region Symphony Orchestra
Email:
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Sue Guynn, Financial Advisor.
Sue has been a financial advisor since 1999 and provides fee based investment management and financial planning for individuals, nonprofit organizations and small businesses. She has securities registrations Series 6, 7, 63, and 65 and Department of Insurance License in California.
Sue is a representative of and offers securities through Vanderbilt Securities LLC, member FINRA/SIPC.
Professional memberships include:
- First Affirmative Financial Network
- Green America
In her spare time Sue enjoys biking, sculling, walking, travel and playing chess.
Email:
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Sherri Stone, Administrative Assistant.
Sherri joined Rainbow Solutions in July 2012 and has over 25 years’ experience working in Customer Service and related office environments. Some of her responsibilities include sending out performance reports, preparing information for meetings, scheduling appointments and sending IRA distribution request forms.
Sherri works remotely from home in Bourne, MA. In her spare time, Sherri enjoys walking, running, boating and traveling.
Email:
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