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Our financial advice team


Paul Donato

Paul Donato

Financial Advisor

Managing Director of
The Donato Advisory Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Family Finances
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits

Interests

The first thing that I look forward to is spending time with my family - wife Amy, children Mia(14) and Dylan(5), and our dog Roxy(Australian Shepherd).

As a family we enjoy traveling to the beach, good music, sporting events, as well as time spent with our extended family and friends. When it comes to sports, we all have a competitive gene that is hard to contain!

I'm a dedicated Wall Street Journal and CNBC fan - helps fuel my admiration of the capital markets and investments.

I really enjoy being active, so you can find me working out at Good Shepard in Barrington on a regular basis, Mountain Biking, and Snowboarding.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020

Qualifications

  • Series 7 General Securities Representative
  • Series 65 Investment Advisor Representative
  • Series 63 Securities Agent
  • Life, Accident, and Health Insurance Licenses
  • Long Term Care and Disability Insurance Licenses

Education

  • Bachelor of Science, Finance (1996)
  • Illinois State University (Normal, IL.)

Previous experience

  • American Express Financial Advisors, June 1997 - March 2003
  • Citi Smith Barney, March 2003 - February 2011
  • Ameriprise, March 2011 - Current
Newsletter

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Community participation

Network 4 Business - Member - Inverness Golf Club - Inverness, IL.

St. Patrick's Catholic Church and School - St. Charles, IL.