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Hingham

Patrick Donnelly

CFP®

Senior Wealth Advisor

50 Derby St, Suite 200 & 240
Hingham, MA 02043

Patrick Donnelly

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Patrick Donnelly

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Patrick

Patrick has extensive experience in counseling high-net-worth individuals in all areas of financial planning, including cash-flow management, investment allocation and management, retirement planning, insurance, and tax planning.

Patrick has lectured on personal finance before corporate and educational organizations, including Harvard University and Boston University School of Law. His prior experience includes mutual fund accounting and custody for domestic equity, international equity, and fixed income funds. When not in the office, Patrick enjoys spending time with his wife and three sons, as well as hiking, playing guitar, and the occasional round of golf.

Education and Professional Milestones
-Susquehanna University - BA in economics and philosophy, magna cum laude
-Boston University - certificate in financial planning
-Named a “Five Star Wealth Manager” by Boston magazine from 2016 to 2020.
-Brought his expertise in comprehensive financial planning to Focus Partners Wealth from Mintz Levin Financial Advisors in 2012

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