Ercilia started working for Donnelly & Associates in 2005 and took over ownership in 2017. She has twenty-seven years of combined experience in Education and the Financial Services industries. She holds licenses for FINRA Series 6, Series 7, and Series 63 with Securities America; and FINRA Series 66 with Securities America; Long Term Care; and Life Insurance (CA Insurance License #0E55996). She also holds a Behavioral Finance Advisor (BFA) designation. When she is not assisting clients, Ercilia likes to spend time with her husband, Mark, and their young sons, Marco and Emilio. She also enjoys cooking and entertaining for friends and family.
BRANCH OFFICE: 4145 Clares Street, Suite H, Capitola, CA 95010