About Me

Meet Donna Cheswick, CDFA

Bringing clarity and confidence to divorce financial decisions for over 15 years.

Donna Cheswick, CDFA

A Career Dedicated to Financial Guidance

Donna graduated from Duquesne University in 1987 and has worked in the financial services industry her entire career. She is a financial advisor with Medallion Wealth Management Inc. providing objective financial guidance and investment advice to individual and corporate clients. She takes a personal approach to understand the financial goals and the lifestyle needs of each of her clients in order to provide full-service long-term financial solutions and to educate clients on the complexities of the financial world.

Since 2008, Donna has been a Certified Divorce Financial Analyst® and assists clients, couples and their attorneys to better understand the financial complexities surrounding divorce and to forecast the long-term effects of alternative settlement proposals. She is also a trained divorce mediator, a financial neutral in Collaborative Divorce and a Certified QDRO Specialist.

Donna presents seminars/workshops on a variety of topics relating to finance and divorce. She has written articles that have been featured in local and national print, online publications, and radio.

She is a member of The Collaborative Law Association of Southwestern PA (CLASP), Member of the Institute of Divorce Financial Analysts (IDFA) and member of the American Association of Certified QDRO Specialists.

BrokerCheck - Check Donna's Background

Ready to Discuss Your Case?

Schedule a consultation to learn how I can help.