Joe Donovan Email & Phone Number
Managing Principal @ Bay Financial Associates LLC
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Joe Donovan Location
- Scituate, MA, US
Joe Donovan Work
- 2012 -now Managing Principal @
- 2005 -2012 National Accounts VP @
- 2002 -2004 AVP and Senior Counsel @
- 1996 -2000 Senior Counsel @ Manulife Financial
Joe Donovan Education
- Boston University School of Law
LLM (Tax and Estate Planning)
1991-1993 - Case Western Reserve University School of Law
JD (Tax and Estate Planning)
1989-1991 - Boston College
BA (Political Science)
1983-1987 - St. John's Jesuit HS
HS (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1979-1983
Joe Donovan Skills
- Strategic Financial Planning
- Retirement
- Retirement Planning
- Disability Insurance
- Investments
- Fixed Annuities
- Life Insurance
- Wealth Management
- Estate Planning
- Financial Planners
- Investment Advisory
- Term Life Insurance
- Mutual Funds
- Series 63
- Series 7
- FINRA
- High Net Worth Individuals
- Wealth
- Long-term Care
- Securities
- IRAs
- Wealth Management Services
- Small Business
- Long Term Care Insurance
- Asset Allocation
- Financial Services
- Asset Management
- Financial Advisory
- Series 6
- High Net Worth
- Long Term Care
- Strategic Financial
Joe Donovan Summary
- Joe Donovan, based in Scituate, MA, US, is currently a Managing Principal at Bay Financial Associates. Joe Donovan brings experience from previous roles at John Hancock Financial, John Hancock and Manulife Financial. Joe Donovan holds a 1991 - 1993 LLM in Tax and Estate Planning @ Boston University School of Law. With a robust skill set that includes Strategic Financial Planning, Retirement, Retirement Planning, Disability Insurance, Investments and more. Joe Donovan has 2 emails and 1 mobile phone numbers on RocketReach.
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