The Donohue Group at Morgan Stanley

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The Donohue Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

The Donohue Group: Knowledge, Experience, Commitment


The Donohue Group is a team of Financial Advisors and other professionals, serving clients from coast to coast. We focus on wealth management strategies that are customized to help meet each client’s needs and objectives. Moreover, we look beyond daily headlines and frequent market fluctuations to create investment portfolios that help our clients make progress toward their goals. 

Our core principles are designed to withstand all types of market cycles. We maintain a conservative and disciplined approach, paying particular attention to risk management and the risk tolerance of each individual. This approach has served our clients well for many years, in our view. We take tremendous pride in our reputation for being dedicated and committed to our client’s success. We are not only passionate and love what we do, but we take a personal interest in our clients, their goals and their families. 

Where change is constant, experience is invaluable. The Donohue Group has been helping people achieve their objectives for over 30 years. As further evidence of our effectiveness, Mark Donohue, the founder of The Donohue Group, has historically been recognized as one of the top-rated financial advisors by a number of premier industry publications and organizations.

 

Services Include

  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Municipal Bonds
  • Retirement Planning


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

Experience

Experience

 Mark began his career on Wall Street in 1982 with the firm of Gabriele, Hueglin & Cashman, a municipal bond dealer and underwriter. In 1985, the firm was acquired by Tucker Anthony, a leading NYSE member. Through this affiliation, Mark began providing a complete range of brokerage services. In addition, Mark served as a member of Tucker Anthony’s board of directors. In 2001, Tucker Anthony was acquired by RBC Dain Rauscher, a U.S. investment arm of Royal Bank of Canada. Mark and his team joined Morgan Stanley Smith Barney in November 2011. Mark continues to serve fixed income clientele in both personal and pension investing.

Awards

Awards

  • Barron’s Top 100 Financial Advisors 2007, 2008, 2009, 2011, 2013, 2016, 2017
  • Forbes Top Wealth Advisors 2016 Inaugural List
  • Financial Times Top 400 Advisors 2013, 2016

Working With You

Working With You

Each member of The Donohue Group has a focus that, when combined with those of other team members, can create a powerful force in our opinion. With a heavy emphasis on fixed income investing, the team also offers in-depth experience in equities, institutional equities, comprehensive portfolio review, and seeks to provide solutions to even the most complex wealth management needs.

Working with The Donohue Group provides access to not only our own experience, but to the vast resources of Morgan Stanley, one of the world’s largest and most respected financial services firms. We can call upon experts as needed to develop strategies in disciplines as diverse as trusts, and philanthropic planning and access to lending services.

Our Clients

Clients

We are committed to: Quality Service — We have a genuine understanding and concern for your needs, and seek to provide high-quality service and advice to you. Quality Relationships — We will create lasting relationships with you, your family, or your organization built on a foundation of trust and satisfaction. Your needs are our primary focus.  Client Goals — We will strive to deliver products, ideas, services, and investment advice designed to help you achieve your goals. Personal Excellence — We will strive to reach high levels of competence in the areas of financial consulting and investments. We will bring a visible sense of energy, a strong work ethic, and a steadfast commitment to our work.

Location

Location

  • 55 East 52nd Street
  • 29th Floor
  • New York, NY 10055


    Meet The Donohue Group

    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

    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

    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

    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

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact The Donohue Group today.

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