Joseph E. DonnellyJoseph E. DonnellyExecutive DirectorWealth Advisor
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About Joseph
Joseph Donnelly is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As the founder of The Donnelly Wealth Management Group, Joe works closely with affluent individuals and families in Miami and New York, offering a full array of strategies designed to address their complex needs. He brings experienced discipline to navigate market complexity and guide clients toward wealth opportunities that build an impactful legacy.
Joe is a member of the J.P. Morgan Wealth Management Portfolio Manager Program and is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios. As such, he is subject to ongoing quantitative and qualitative review to assess each investment strategy. In addition, he serves on the team's investment committee to help identify innovative ideas and make tactical adjustments to existing approaches. Originally from Long Island, Joe attended St. John the Baptist Preparatory High School. He earned a B.S. in Finance and Economics from Manhattan College.
Joe began his nearly 15-year career at a small asset management firm before pivoting to focus on helping individuals and families in a more personal and meaningful manner. He spent almost 12 years with Morgan Stanley, where he developed his successful wealth management practice. Now at J.P. Morgan, he maintains offices in both Miami and New York, and leverages the firm's expansive resources for the benefit of high-net-worth clients.
Joe, his wife and their daughter are active in the community. He lends his time and resources to organizations that support the educational interests of underserved children. In his free time, Joe enjoys golfing, boating and cooking
Insights
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
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October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now