PATRICK DONNELLY, CFP

Patrick is a Senior Financial Advisor for Mintz Levin Financial Advisors, LLC.

Patrick is a CERTIFIED FINANCIAL PLANNER^TM practitioner with extensive experience in comprehensive financial planning for high-net-worth clients. He has lectured on personal finance before corporate and educational organizations, including the Boston University School of Law. Prior to joining Mintz Levin Financial Advisors, Patrick performed mutual fund accounting and custody for domestic equity, international equity, and fixed income funds.

Patrick graduated, magna cum laude, from Susquehanna University, where he earned his BA in Economics and Philosophy. He has also received his Certificate in Financial Planning from Boston University.

CFP and CERTIFIED FINANCIAL PLANNER^TM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Contact:
pdonnelly@mlfallc.com