
Donald (Donny) Vendetti Jremail
South Dennis Satellite Office
South Dennis, MA 02660
Professional Story
Donny Vendetti began his career in the financial services industry in 1996 when he opened a district office for Baystate Financial Services on Cape Cod and has since been successfully providing financial planning solutions and services to his many satisfied clients.
Donny graduated from the University of Massachusetts at Amherst with a Bachelor of Science Degree in Business Administration and Sports Management. Donny has earned the designation of Certified in Long-Term Care (CLTC) by the Corporation for Long-Term Care. He is also an active member of the National Association of Insurance and Financial Advisors, The Estate Planning Council of Cape Cod, Philanthropy Partners of the Cape and Islands and The Cape Cod Chamber of Commerce.
Donny focuses on building long-term relationships with individuals, families, and business owners to assist them in achieving their financial goals and protecting their income and their assets. He utilizes a team approach to design and implement solutions to meet each client’s objectives. Donny combines his knowledge and resources to provide solutions to many of today’s financial challenges. Donny’s clients describe him as objective, knowledgeable and most importantly, trustworthy, and caring. Donny’s business focus is on wealth accumulation, wealth protection, wealth distribution and wealth transfer strategies for high-net-worth individuals, families, successful professionals, and business owners. Through his consistent effort and by earning a reputation for his knowledge, integrity and service, he has built a successful practice with many satisfied clients.
Donny genuinely cares for his clients, and that drives his commitment to educating them, helping them identify and address their financial goals, implementing and servicing their financial strategies and continually monitoring their progress.
Donny resides on Cape Cod and has four sons. Donny enjoys spending time with his family, outdoor activities, exercising, tennis, boating, Lake Winnipesaukee and the beautiful beaches on Cape Cod.Donny is committed to delivering superior service and looks forward to working with you.
Education
BS, University of Massachusetts Amherst (1989)
Hobbies
Music, Exercise, Tennis, Boating, College Football, USA Swimming Official
Affiliations & Memberships
NAIFA
Community Involvement
Volunteer Coach Youth & High School Sports, USA Swimming Official
Languages: English
Credentials: CLTC
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Special Needs, Retirement Income Planning, Business Succession Planning, College Funding Strategies, Estate Planning, Charitable Giving
Check the background of this investment professional on FINRA's BrokerCheck