Matthew Donnelly

Matthew Donnelly

Partner  

Matt Donnelly joined Equitable Advisors and the Retirement Benefits Group as a financial professional in 2003. He provides wealth management services to families and small to medium sized businesses and strives to assist each of his clients in making the best financial decisions. As a graduate of Gettysburg College with a degree in business, Matt utilizes both his education and experience when working with clients. He specializes in helping clients with the growth, protection and tax-efficient distribution of their assets. Matt works with his clients as he would with his own family; he aspires to build lasing, meaningful relationships with them based on trust, integrity, and premier client services.

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and its affiliates and associates do not provide legal, tax or accounting advice or services. You should consult your own legal and tax advisors regarding your particular circumstances. ACS 138517 (7/18)(exp.7/20)


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone Tel: (856) 751-2685