Broker Check
Frank A. Donnelly, III

Frank A. Donnelly, III has been assisting business owners with benefits, insurance, and retirement planning since 1995. His practice concentrates on helping individuals and small and mid-size companies achieve their insurance and financial planning goals. Most notably, Frank focuses on retirement planning and distribution, group benefits, and estate planning strategies. His focus extends to creating and implementing investment planning and risk management strategies to help clients grow their assets and protect their families. Frank is a graduate of High Point University with a degree in Business Administration. For many years he has volunteered as a coach in Marlton, NJ and as a travel softball coach for the South Jersey Thunder. Currently Frank is a Commissioner of Marlton Softball, secretary of the Marlton Rec Council, and a member of the Medford Sunrise Rotary Club and is both a CFP® and CLU candidate. He enjoys sports and playing golf with family, friends, and clients. Frank resides in Marlton, NJ with his wife Regina and three children.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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 is not owned or operated by Equitable Advisors, LLC or its affiliates.