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Our financial advice team


P Lennox Donlon, Associate Financial Advisor serving the Wellesley, MA area - Ameriprise Advisors

P Lennox Donlon

Associate Financial Advisor

R. Miller & Associates
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Retirement Plan Distribution
  • Investments
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Tax Planning Strategies

Education

  • University of Colorado at Boulder Bachelor's Degree in Political Science

Awards & recognition

  • R. Miller & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • R. Miller & Associates, Ameriprise Client Experience Award, 2023

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.

Community participation

  • Sunset Point Camp
  • YMCA of the North Shore
  • Family Reach

Interests

Golfing, going to the beach, and spending time with my family and friends.