CONNECT

Address:

2794 State Route 174
PO BOX 59
Marietta, NY 13110

Phone:

315-685-4730

Fax/Other:

480-247-4364

Thomas P. Donahue, CFBS

Thomas P. Donahue, CFBS

Tom has worked in the insurance industry advising individuals, businesses, institutions, and family owned businesses since 1991.  He earned his designation as a Certified Family Business Specialist in 2005.  A CFBS professional is a designation held by approximately 300 financial services professionals who have completed a rigorous educational program at The American College in Bryn Mawr, Pennsylvania.  This achievement places him in a distinct class in the financial services industry where providing services to closely held and family-owned businesses regarding succession planning, business valuation, family business dynamics, and financial service products specifically tailored to family business needs. Tom is a founder of the New York Family Business Center.

 

Tom has held industry positions of Investment Specialist, Annuity Specialist and Director of Wealth Management throughout his career.

 

Tom formerly managed a family business in Penn Yan, NY. Tom is a member of the National Association of Insurance and Financial Advisors, an avid fisherman and golfer.  He also is a past Supervisory Committee Board of Directors member, Visions Federal Credit Union.  He has served as Board of Directors member, President and Chairman for many civic and philanthropic organizations.

Phone 315-685-4730