Fran Donlan
Vice President / Private Client Group, Financial Advisor at Janney Montgomery Scott LLC | Hingham, Massachusetts, United States
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Fran Donlan, serving as Vice President of the Private Client Group at Janney Montgomery Scott LLC in Hingham, MA, brings over 32 years of extensive industry experience to his role as a financial advisor. His practice is dedicated to high net worth individuals, endowments, and corporations, where he focuses on crafting tailored investment and retirement planning strategies. Fran's mission is clear: to develop sound financial plans that align with his clients' risk tolerance while ensuring a steady stream of predictable income.
At Janney Montgomery Scott, Fran specializes in asset allocation strategies, leveraging his deep understanding of financial management and investment advisory to optimize client portfolios. He employs a comprehensive approach that includes cash flow forecasting and risk management, ensuring that each financial plan is robust and adaptable to changing market conditions. His expertise in retirement planning and estate planning allows him to provide holistic solutions that address both immediate financial needs and long-term goals.
Currently, Fran is involved in several key projects aimed at enhancing client engagement and education. He is committed to empowering his clients with the knowledge to make informed decisions about their investments. By utilizing innovative investment strategies and staying abreast of market trends, Fran ensures that his clients are well-positioned to achieve their financial objectives. His dedication to excellence and personalized service has earned him a reputation as a trusted advisor in the financial services industry, making him a valuable asset to both his clients and Janney Montgomery Scott LLC.
Vice President / Private Client Group, Financial Advisor at Janney Montgomery Scott LLC in September 2005 to Present
Financial Advisor at Morgan Stanley in September 2001 to July 2005
Financial Advisor at Alex Brown & Sons in June 1996 to July 2001
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Financial Management
Budgeting
Cash Flow Forecasting
Investment Advisory
Investment Strategies
Retirement Planning
Risk Management
Estate Planning
Financial Planning
Investments
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Discover more about Janney Montgomery Scott LLCWhat is Fran Donlan email address?
Email Fran Donlan at [email protected] and [email protected]. This email is the most updated Fran Donlan email found in 2026.
What is Fran Donlan phone number?
Fran Donlan phone number is +16178283263 and +16092698641.
How to contact Fran Donlan?
To contact Fran Donlan send an email to [email protected] or [email protected]. If you want to call Fran Donlan try calling on +16178283263 and +16092698641.
What company does Fran Donlan work for?
Fran Donlan works for Janney Montgomery Scott LLC
What is Fran Donlan's role at Janney Montgomery Scott LLC?
Fran Donlan is Vice President / Private Client Group, Financial Advisor
What industry does Fran Donlan work in?
Fran Donlan works in the Financial Services industry.
Fran Donlan Email Addresses
Fran Donlan Phone Numbers
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