Donald F. Eurillo

Senior Vice President, Financial Advisor, Senior Investment Management Consultant

Contact Me
Donald F. Eurillo

MY MISSION STATEMENT

Helping you organize and manage your financial life, so you can spend more time enjoying what matters most to you.

My Story and Services

Welcome Message

As a successful wealth management financial advisor based in the Southern Tier region of New York State, I serve an exceptional group of people. My experience, skills and personalized approach enable me to empathize and strategize with you to help you achieve your goals. I understand the complexities of managing life-changing events, such as the transition to retirement, the loss of a spouse or the sale of a business. I also know the hardships you will face and the decisions you will make. I have built my practice for people just like you.

I believe in the importance of building a longstanding relationship with my clients. In fact, my personalized approach has become the trademark of my practice, and my strategies are structured to provide you with the tools and resources necessary to maneuver in today’s fast-paced environment.

My mission is to empower you to be confident in your financial and personal decisions through ongoing communication, education and understanding. I take pride in helping you organize and manage your personal goals, so you can spend more time enjoying the people and activities that matter most to you.

I pledge my guidance and support to help inspire a level of confidence through each one of life’s important milestone. I am committed to helping you develop and implement financial strategies, striving to effectively grow, protect and preserve your wealth today and in the future.

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Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • 401(k) Rollovers
  • Financial Planning
  • Cash Management
  • Life Insurance
  • Long Term Care Insurance
  • Sustainable Investing
  • Trust Accounts

Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MO, NC, NH, NJ, NM, NY, PA, RI, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Clients

Clients

Over the years, I have developed a strong and active practice that focuses on a broad range of clients, including teachers, engineers, business owners and retirees. Essentially, all have accumulated a portfolio of assets over time, yet need help in developing a plan to:

• Enjoy a comfortable retirement
• Approach a major life-changing event with confidence, such as a divorce or the loss of a spouse
• Serve future generations

While each client has a unique personal and professional situation, they all have one thing in common: they are focused on achieving very specific financial goals, so they can enjoy the areas of their lives that bring them joy, meaning and purpose.

Working With You

Working With You

I believe the best relationships are built on trust, understanding and shared values.  I also believe that a disciplined philosophy and process are critical to achieving your investment goals in today’s complex market environment.  

The following core values serve as the foundation of our business:
• Enduring Relationships
• Ongoing Education
• Highly Personalized Service
• Multi-Generational Relationships

I ask three very important questions to all potential clients :
1. What are you currently invested in?
2. What are you paying for these services?
3. Do your investments match your beliefs?

My comprehensive wealth management practice is focused on helping you make informed and confident decisions that address your most important financial concerns. I am committed to providing you with a “one-stop shop” for all of your financial needs. My process begins with comprehensive financial planning to understand your goals, dreams and concerns. Whether you need assistance with growth, asset protection or income planning, I hope to be your first phone call for any financial or life decision. Through education and understanding, I help you achieve what is most important to you and your family.

Client Service Team

Client Service Team

Rhonda Moss-Tatich

Financial Planning Associate, Senior Registered Associate


As a Senior Registered Associate and Financial Planning Associate at Morgan Stanley Wealth Management, Rhonda Moss-Tatich is the first line of contact for clients on a wide array of administrative services, and is always available to assist with updates on existing accounts, requests for funds disbursements, scheduling appointments and other related tasks. She assists Don in preparing reports for client appointments and in implementing the decisions made in client meetings.

Through ongoing outreach and communication, Rhonda leads a number of important aspects of the business management and client servicing activities, helping gain a deeper understanding of each client’s set of priorities. And as a Registered Associate with her Series 7 and 66 securities licenses, she is able to execute trades on Don's behalf.

Prior to beginning her financial services career with A. G. Edwards & Sons in 2004, Rhonda spent over 20 years in the travel industry. She worked for two different agencies before opening her own agency, Twin Tier Travel Center, in Sayre, PA in 1995. She was a Certified Travel Counselor (CTC) and Accredited Cruise Counselor (ACC).  Rhonda earned a degree in Travel Administration from Bay Path College in Longmeadow, MA.

Rhonda is very active in her local community, serving as a Trustee for The Guthrie Clinic healthcare system in Sayre, PA since 1997. She is also Secretary/Treasurer of the Board of Directors for the Robert Packer Hospital, Sayre, PA and previously served on the boards of the Valley United Way and the Northern Bradford (Economic Development) Authority. She and her husband, Jim, currently live in Chenango Bridge, NY. They also own a cottage on Three Mile Bay, outside of Watertown, NY, where they spend weekends during the summer months. In her free time, Rhonda enjoys renovating and decorating both homes, reading, gardening and kayaking.

Community Involvement

Community Involvement

Don is the proud owner of a Saint Bernard and Beagle, and is actively involved with the Animal Care Sanctuary in East Smithfield , PA, and the Broome County Humane Society, as well as Achieve of Broome County, formerly ARC, serving the needs of handicapped children and adults.

Rhonda has served as a Trustee for The Guthrie Clinic healthcare system in Sayre, PA since 1997. She is currently Secretary/Treasurer of the Board of Directors for the Robert Packer Hospital, Sayre, PA.  She previously served on the boards of the Valley United Way and the Northern Bradford (Economic Development) Authority.

Location

Location

  • 49 Court Street, Metro Center
  • Binghamton, NY 13901


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Donald F. Eurillo today.

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