Ed Donnelly
Vice President - Investment Officer at Wells Fargo Advisors | Greater Scranton Area
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Ed Donnelly serves as a Vice President and Investment Officer at Wells Fargo Advisors, where he leads The Duffy Donnelly Financial Consulting Group. With a robust background in investment strategies and financial planning, Ed specializes in crafting tailored investment solutions that align with his clients' unique financial goals. His expertise encompasses a wide range of services, including retirement planning, IRAs, and 401(k) options, ensuring that clients are well-prepared for their financial futures.
At Wells Fargo Advisors, Ed is deeply committed to delivering comprehensive financial analysis and strategic planning. He works closely with clients to develop personalized investment portfolios that reflect their risk tolerance and long-term objectives. His approach emphasizes risk management, allowing clients to navigate market fluctuations with confidence. Ed's dedication to higher education and financial literacy further enhances his ability to guide clients through complex financial landscapes, making informed decisions that support their aspirations.
Currently, Ed is involved in several key projects aimed at enhancing client engagement and education. He regularly hosts workshops and seminars that focus on investment strategies and retirement readiness, empowering clients with the knowledge they need to make sound financial choices. His proactive communication style and commitment to client service have earned him a reputation as a trusted advisor in the community. For personalized financial guidance, Ed invites residents of AL, AZ, FL, GA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, PR, and RI to reach out directly via phone or email, as he is unable to respond to LinkedIn InMail messages.
Vice President - Investment Officer at Wells Fargo Advisors in June 2013 to Present
Director, Financial Services at Pride Mobility Products Corp. | Galaxy Mobility Financial Services, LLC in July 2010 to July 2012
Director, Corporate Cost Containment & Contract Review at Pride Mobility Products Corp. in May 2006 to July 2012
Director, International Distribution & Product Fulfillment at Pride Mobility Products Corp. in February 2005 to April 2006
Senior Manager, Cost Accounting & Financial Systems at Blue Cross of Northeastern Pennsylvania in January 2002 to January 2005
Manager, Financial Systems, HR Accounting & Accounts Payable at Blue Cross of Northeastern Pennsylvania in January 2000 to January 2002
Supervisor, Financial Systems, Cost Analysis & Special Projects at Blue Cross of Northeastern Pennsylvania in January 1997 to January 2000
Senior Financial Systems Analyst / Senior Cost Analyst at Blue Cross of Northeastern Pennsylvania in January 1996 to January 1997
Accounting Manager / Assistant Controller at US Foods in January 1993 to January 1995
Operations Manager at Marvic Corporation, Inc. in January 1992 to January 1993
Accounting Manager at Reilly Associates in January 1991 to January 1992
Staff Accountant at KPMG US in January 1989 to January 1991
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Investment Strategies
Retirement Planning
IRAs
Financial Analysis
Strategic Planning
Risk Management
Higher Education
Insurance
Financial Reporting
401(k) Options
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Discover more about Wells Fargo AdvisorsWhat is Ed Donnelly email address?
Email Ed Donnelly at [email protected] and [email protected]. This email is the most updated Ed Donnelly email found in 2026.
What is Ed Donnelly phone number?
Ed Donnelly phone number is +15706553838 and +15704980447.
How to contact Ed Donnelly?
To contact Ed Donnelly send an email to [email protected] or [email protected]. If you want to call Ed Donnelly try calling on +15706553838 and +15704980447.
What is Ed Donnelly net worth?
Ed Donnelly has an estimated net worth of $25,000 to $49,999
What company does Ed Donnelly work for?
Ed Donnelly works for Wells Fargo Advisors
What is Ed Donnelly's role at Wells Fargo Advisors?
Ed Donnelly is Vice President - Investment Officer
What industry does Ed Donnelly work in?
Ed Donnelly works in the Financial Services industry.
Ed Donnelly Email Addresses
Ed Donnelly Phone Numbers
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