Donna Cheswick has more than 20 years experience in the financial services industry.

Early in her career she worked as an Operations Manager for Merrill Lynch, and then as an over-the-counter stock trader for Parker Hunter. From 1992 through 2002 she was a Financial Consultant at Smith Barney where she worked with both individual and corporate clients offering all types of financial products and planning services with a specific investment focus in fixed income investments.

Mrs. Cheswick joined BPU in March of 2003 where she continues working with individual and institutional clients offering investment products, value-added service, knowledge and planning solutions. She strives to develop investment strategies custom-tailored to her clients’ individual circumstances, risk tolerance and financial goals. As a Certified Divorce Financial Analyst (TM), Mrs. Cheswick provides valuable insight to attempt to forecast the short-term effects of different settlement proposals. She helps clients assemble their financial information to create personalized reports and graphs that illustrate the financial status, cash flow and graphic net worth of both parties going through a divorce.

Divorce Financial Planning