Advisor photo for Paul Donato

Paul Donato

Financial Advisor

Managing Director of

The Donato Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 21 reviews
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Market insights

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Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Now Playing

Stagflation vs. recession: Do signs point toward either?

Stagflation vs. recession: Do signs point toward either?

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed. (3:22)

June 10, 2025

Is stagflation making a comeback? June 16, 2025

Will tariffs disrupt market momentum (again)? June 16, 2025

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I’m honored to announce I’ve received a 2024 Five Star Wealth Management award!

This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my clients for placing their trust in me, my colleagues for their continued support, and Five Star Professionals for the recognition.

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Paul Donato may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.