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