Thomas Donnelly (CFP®, JD)
Thomas Donnelly focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Real Estate Investments
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Real Estate Investments
Additional Information
Thomas Donnelly, JD, CFP® is an Advisor at AdvicePeriod, where he provides a concierge wealth management experience to a select group of high net worth individuals and families. Thomas’ primary focus is the creation of goals-based investment and financial plans using sophisticated, multi-generational estate planning tools.
Before joining AdvicePeriod, Thomas operated a boutique financial planning practice that specialized in comprehensive financial planning for same-sex couples and unique family structures.
Thomas earned his JD from Saint Louis University School of Law, and his Masters in Education from the State University of New York at Buffalo. He has been featured in several publications, including Forbes and U.S. News and World Report. He lives in West Hollywood with his partner and their two dogs.
NAPFA Start Date
August 16, 2022
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