LEADERSHIP TEAM

A strong foundation of success and achievement

Donna Catalfio

General Counsel

In a career dedicated to the practice of law that spans nearly 20 years, Annexus Retirement Solutions General Counsel Donna Catalfio has provided legal counsel to businesses ranging from startups to Fortune 500 companies. Her experience and expertise extend across multiple areas of law, including litigation, corporate governance, intellectual property, contracts, franchising, regulatory compliance and employment. Before joining Annexus Retirement Solutions, Donna served as general counsel and chief operations officer at Re-Bath, and has been a partner at several law firms, including Gallagher & Kennedy, Ballard Spahr, and Bergin, Frakes, Smalley & Oberholtzer (BFSO Law).

Donna holds a bachelor’s degree with honors from Louisiana State University and a juris doctorate, magna cum laude, from the Sandra Day O’Connor College of Law at Arizona State University. Upon completing her law degree, she served as a Clerk for the U.S. Court of Appeals for the Ninth Circuit.

What Can We Do for You?

Whether you are a representative from a financial institution or a financial professional looking to offer your clients innovative solutions, we look forward to helping you. Contact us today to learn how you can leverage Annexus Retirement Solutions to help build a more secure financial future.

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This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.

Lifetime Income Builder will be powered by an insured guaranteed income solution issued by an insurance carrier that the plan fiduciary has determined qualifies for the safe harbor provisions of ERISA section 404. All guarantees and protections are subject to the claims-paying ability of the issuing insurance carrier. Lifetime Income Builder does not directly participate in the stock market or any index. It is not possible to invest in an index. Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.