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Brian F. Donnelly AAMS®

Brian F. Donnelly AAMS®

Vice President, Private Client Group

Brian F. Donnelly began his financial services career in 2001. He specializes in and providing retirement income counseling to academic professionals, doctors and dentists. Brian works with individuals during the accumulation phase of pre-retirement savings, through the distribution phase helping his clients make the most appropriate income planning decisions based on their individual needs and goals. 

Brian has provided retirement planning seminars and individualized retirement planning consultations to employees at Rutgers University and the New Jersey Medical School. 

In 2003, Brian achieved the professional designation of Accredited Asset Management Specialist®   from the College for Financial Planning.  The designation is achieved through a course of study that covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues. 

Brian passion includes the charitable work he does within the community with organizations such as Covenant House and the Ronald McDonald House. Working with his professional partners, Brian raised $70,000 in three years to help the University Hospital refurbish its patient waiting rooms.