Donna L. Gavlick
Donna’s favorite quote:
“No one can make you feel inferior without your consent.” Eleanor Roosevelt

Donna L. Gavlick

DIRECTOR OF PARA PLANNING SERVICES


DUTIES

Donna L. Gavlick brings 27 years of experience in the financial services industry to her role as Director of Para Planning Services. A state-licensed insurance producer, she specializes in insurance, compliance, and assisting advisors with preparing financial planning projections.

ABOUT

Prior to coming to Van Leeuwen & Company in 1997, she held positions at T. Rowe Price Associates, Langdon Shaw Associates, and Integrated Financial Services. She has a bachelor’s degree from Wilkes College in Pennsylvania.

PASTIMES

Donna lives in Robbinsville, NJ with her husband, Jeff and their two daughters. 

MANAGING DIRECTOR AND ADVISOR

Kenneth W. Van Leeuwen, CFP®
Managing Director/Advisor
Read Ken’s Bio

FINANCIAL ADVISORS

Jason D. Field, CFP®
Financial Advisor
Read Jason’s Bio

Jeffrey P. Mattonelli
Financial Advisor
Read Jeff’s Bio

INVESTMENT TEAM AND PLANNING

Virag G. Shah, CFA®
Portfolio Strategist
Read Virag’s Bio

Jimi Bipin Shah
Equity Research Associate
Read Jimi’s Bio

Donna L. Gavlick
Director of Para Planning Services
Read Donna’s Bio

CLIENT SERVICES

Judy DeFazio
Director of Administration
Executive Assistant to Kenneth Van Leeuwen
Read Judy’s Bio

1 Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Van Leeuwen & Company, a registered investment advisor and separate entity.

2 The economic forecasts set forth in this material may not develop as predicted and content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. No strategy assures success or protects against loss. Investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. The market value of corporate bonds will fluctuate, and if the bond is sold prior to maturity, the investor’s yield may differ from the advertised yield. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.