James DonahueWEALTH ADVISER
James Donahue knows the world of individual financial planning within the corporate sector, having extensive executive experience from a diversity of major industries, including insurance private placement investments and mortgage lending. As an insurance agent licensed in 13 states, he spent several years helping individual investors understand the complex issues surrounding life and related health insurance planning – with safe-haven retirement strategies at the bottom line.
From 1988-97, he applied his financial planning skills to find business opportunities for individual investors through private placement offerings, and he was active in virtually all matters related to the industry. As a veteran of the maze of underwriters, title companies and property appraisals, James was able to skillfully guide individual investors through the critical financial matters required to successfully close complex mortgage agreements. His specialties include 401(k) and pension-plan rollovers into IRA portfolios, which incorporate strategies for estate planning and other crucial retirement issues.
This Minneapolis native has lived in the Greater Dallas area since 1988. He loves Texas and is committed to helping Texans achieve their ultimate pre and post-retirement financial goals.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.