Donnelly & Associates

Donnelly & Associates is known as one of the top teams in the country and has been ranked by Forbes 5 times.

**The team's founding member, Edward Donnelly has been ranked by Forbes Top Next-Generation Best in State Wealth Advisors list in 2019 (**Published on September 4, 2019. Rankings based on data as of March 31, 2019.)_
Who do we work with:

Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company's growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family's legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, Donnelly & Associates can help entrepreneurs and business owners balance their personal financial lives with their life's work. We are dedicated in providing the experience and resources to help support your ongoing success.

Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family's intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.

C- Suite Executives and Senior Management
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you've just been promoted and would like help evaluating your new compensation plan, or if you're looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Professional Athletes
As a professional athlete, you understand how grit and determination have helped you succeed in a challenging environment, as well as the unique financial needs that come with your success. At Merrill Private Wealth Management, we are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your financial life and build the legacy you envision.