Broker Check
Lawrence Donna

Lawrence Donna


Larry is the President of Heritage Financial Advisors.  He has been a financial advisor since 1995, holds the Accredited Wealth Management Advisor designation and graduated from the University Wisconsin LaCrosse with a degree in Finance.  Larry lives in Hudson, Wisconsin with his wife Shannon and their three children: Teddy, Sophia and Catterina. They have two dogs and two cats.

Getting to know Larry:

What would you have for your last meal?  I would start with a plate of fresh oysters and a martini – gin (shaken) with two olives.  I would have a big plate of spaghetti with Italian sausage and a side of my BBQ ribs. I would finish with a slice of key lime pie and wash it down with a tall glass of ice cold milk.

What are you doing when you’re not working?  When I am not working, Shannon and I are usually watching our kids in their various sports, 12 months out of the year.  When I am not doing that, I am either on a date with my wife or I am in the woods or on the water.

Why are you a financial advisor?  I was fascinated with stocks and investing when I was a kid – I loved to read the stock quotes with my father and grandfather and pretend I was investing my own money. When I was in college, I did well in Finance and Economics courses, so I decided to become a stockbroker.  I quickly learned that this profession wasn’t just about picking stocks or investments but more importantly, building long, trusted relationships with clients. Many of whom I now consider friends and extended family – not just clients.

What is one thing on your bucket list?  Take batting practice at an MLB stadium, preferably Wrigley Field.

To date, what has had the most profound impact on your life?  Losing my dad suddenly and at a relatively young age really changed my outlook on life.  After experiencing that huge loss, I made up my mind that I was not going to do anything anymore that I considered a waste of time.  Live every day to the fullest and enjoy life!

What is your greatest accomplishment?  I have two.  Marrying my soulmate and having three awesome kids.