PATRICK DONNELLY, CFP

Patrick is a Financial?Advisor for Mintz Levin Financial Advisors, LLC, which was founded in October 1998 to provide wealth management and investment advisory services to individuals and families.?MLFA professionals counsel clients on asset allocation and investment strategies and offer comprehensive, customized investment advisory and financial planning services.

Patrick is a CERTIFIED FINANCIAL PLANNER^TM practitioner and a member of the Financial Planning Association (FPA).?Patrick graduated magna cum laude from Susquehanna University where he earned his B.A. in Economics and Philosophy.?He has also received his Certificate in Financial Planning from Boston University.?Prior to joining Mintz Levin Financial Advisors, Patrick performed mutual fund accounting and custody for domestic equity, international equity, and fixed income funds.

CFP and CERTIFIED FINANCIAL PLANNER^TM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Contact:
psdonnelly@mintz.com