Amy Donaldson joined Nease, Lagana, Eden & Culley, Inc. in 2003 to implement and administer our corporate client’s life insurance plans including business continuity plans, supplemental executive retirement plans, split dollar arrangements and non-qualified deferred compensation plans. In recent years, Amy has added the role of Account Manager to her responsibilities, supporting Mac Nease and Walt Helms. In this role she manages the process of issuing new life insurance policies to ensure speed of service and accuracy for our clients.
She has spent her entire career in the insurance market working for agencies specializing in executive benefits, wealth transfer planning, and disability income plans.
A graduate of Mercer University, she holds a Bachelor of Business Administration degree in Finance. She is a registered representative of M Holdings Securities, Inc.
Certifications/Licenses:
- Series 6 and 63 securities licenses