At Donnelly-Boland, our advisors understand that building a solid future involves long-term planning and building a comprehensive financial roadmap.
In addition to the planning process, each advisor is personally committed to serving you well.
It’s a client-centered approach designed to meet your financial goals for tomorrow by customizing the right solution for you today.
To learn more, visit our Financial Services page.
A key part of future planning is to be prepared for all of life’s most common events.
By reviewing the Common Wealth Management Issues with an advisor, you will be ready for whatever comes next.
Learn more on our Wealth Management page.
Donnelly-Boland and Associates is pleased to offer an impressive range of financial opportunities through our five advisors.
Delivering Trusted Financial Solutions
When you work with a Donnelly-Boland advisor, you’re building a relationship for future success.
- Fay K. Boland. The Chief Executive Officer and
President of Donnelly-Boland and Associates, Fay brings decades of
business planning to each wealth management challenge.
- Kevin P. Boland. Serving as Executive Vice
President of Donnelly-Boland, Kevin assesses your entire portfolio
before helping you build a long-term financial strategy.
- Susan E. Levi. Donnelly-Boland’s Chief
Financial Officer, Susan’s experience in all aspects of small
business operations and financing brings exceptional capabilities in
business planning and risk management to the team.
- Michael C. Wilson. As Donnelly-Boland’s
Waynesburg Branch Manager, Mike has significant experience in
retirement planning and sudden wealth management.
To begin the investment relationship of a lifetime, call a Donnelly-Boland advisor at 412-882-5383, or complete our easy Contact Form. Your inquiry is important to us.