Thomas P. Donahue, CFBS
Phone: 315-685-4730 Tom has worked in the insurance industry 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 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 and DFMG is an underwriter of the 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. 
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1551 E. Genesee Street Phone: 315-685-4730 |
Thomas P. Donahue is a registered representative offereing securities to residents of AZ, CA, FL, NJ, NY, PA & VA and advisory servcies and financial planning services to residents of NY through Lincoln Financial Securities Corporation Member SIPC, Branch office: 1551 East Genesee St, Skaneateles, NY 13152 Tel: 315-685-4730.
In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation