Jonathan A. Donatelli, CLU®, CFP®

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

Jon has over 15 years of experience in the financial services industry with a focus on excellent customer service. With his mentor, Dominic Pellicano, they have assembled a group of specialized associates for a team approach to building customer relationships.

Jon specializes in a needs-based review method of gathering information and learning about his client's goals in order to create a customized strategy to help them meet their financial objectives. Understanding the challenges of today's business environment, Jon works closely with owners and key executives of local companies in the areas of exit planning, deferred compensation and business protection.

As a graduate of SUNY Geneseo with a degree in economics and a current student of the American College, he understands the importance of continuing education to better serve the needs of his clients.

Jon enjoys playing hockey as a goaltender, bass guitar and traveling in his personal time.

Licenses/Certifications:

  • CLU The American College
  • CFP Board
  • Series 7 license
  • Series 66 license
  • Life/Health Insurance license
  • Partnership for Long Term Care Certification

Learn more about me on:

 

 

Phone 716-710-4757
Fax 833-363-0164