Thomas P. Donahue, CFBSAdvisor
Phone: 315-470-1876 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 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. Present and Past civic and philanthropic organization Board of Directors member and President having included:
 About Us
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Thomas P. Donahue and John Romancik is a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services Inc. Member SIPC, Tel: 315-449-3000. CRN201112-129293 |
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