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Donald Lomax is a seasoned financial professional with 15 years of experience in retirement planning, insurance, and financial planning. He has held leadership positions at Ameritas and Equitable Life Assurance Society, where he developed expertise in fixed annuities, securities, and estate planning. He holds a Bachelor's degree in Economics & Business from the University of Connecticut. As a licensed professional with Series 7 certification, Donald has a strong background in the financial industry, with a focus on retirement planning and insurance products.

Experience

Education

  • 1953 - 1957
    University of Connecticut

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Industry Focus. “Financial Services”

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