Edward T. Donnelly

About Edward T. Donnelly

We are committed to delivering exemplary wealth management that goes beyond investment advice and seek to help clients understand and plan for what they value most. We facilitate and nurture a balanced approach to life and wealth, and strive to be a critical and a dependable resource for all of our clients and their families for generations to come\". Donnelly & Associates Our Clients include:* High Net Worth Individuals * Executives & Equity Compensation Plans *Small Businesses *Foundations *Private and Public Companies * Retirees Our qualified goals based wealth management team has over 100 years of combined financial services industry experience. We provide client coverage across most of the country. Our focus is on building and maintaining valued and long lasting relationships. We have dedicated our careers to thoroughly understand the priorities of affluent individuals and their families. We provide all of our clients personalized attention and customized investment strategies. Our clients have come to us because they realize their wealth demands special care, constant attention and meticulous planning. This approach helps ensure that portfolio management, education funding, retirement, home financing, liability Management, and liquidity strategies are strategically approached. By doing this, we are able to deliver a broad range of strategies that encourage a balanced approach to life and wealth management. Most Importantly, we take pride in simplifying the process for all of our clients. We like to work with great people who respect and value what we do and offer. We believe it is very important to know our client personally. We take the necessary time to truly understand what they value most and what is most important to them. This enables us to become a valued partner in their lives.

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   May 2012 — Present

Education

• ACC

  Accredited Certificate Program

  1999 — 2000

Skills

• Variable Annuities
• Refinance
• Trading
• Goals Based Weatlh Management
• Intergenerational Wealth Transfer
• Global Investment Management
• Qualified Retirement Plans
• College Education Planning
• 401k Rollovers
• Asset-Backed Securitization
• Credit
• Dynamic Asset Allocation
• Structured Finance
• Mortgage Banking
• Securities
• Estate Planning
• Mortgage Lending
• Insurance
• Tactical Asset Allocation
• 403 B
• Special Needs Trusts
• Philanthropy
• 529 Plans
• Iras
• Leadership
• Portfolio Management
• Loans
• Investment Strategies
• Capital Markets
• Series 7
• Asset Based Lending
• Company Retirement Plans
• Estate Planning Services and Wealth Transfer
• Investments
• Portfolio Management and Retirement Planning
• Banking
• Risk Management
• Financial Services
• Retirement Planning