Donna Burnbaum Shortt

Donna Burnbaum Shortt

Executive Insurance Administrator, Director of Wealth Management Services

Phone: 631-435-2701, ext. 15
E-mail:


Donna is responsible for working with many of our insurance clients and also heads up our wealth management services department.  A COBRA Certified Administrator and NY State licensed insurance professional, Donna's knowledge, experience and focus on service is a vital resource for our firm.  Donna is also a New York State Notary Public.