
Aidan DonnellyAidan DonnellyClient Associate
About Aidan
Aidan Vincent Donnelly is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Tucker Shevlin Group, Aidan provides account maintenance and operational support for high-net worth individuals, families and nonprofit organizations. His responsibilities include addressing inquiries, onboarding procedures, executing trades and wire transfers. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Aidan graduated from The Pennsylvania State University with a B.S. in Corporate Innovation and Entrepreneurship. With three years of experience in financial services, he began his career at Vanguard as a Client Service Associate. Aidan then moved to an Investment Consultant role at Vanguard where he acquired skills to carefully address individual clients' needs.
Originally from the Philadelphia area and now residing in Farmingdale, New York, Aidan values quality time with family and friends. With a passion for golf, Penn State football and the Philadelphia Eagles, he enjoys sharing his love for sports. When he's not talking about sports, you can find him at family gatherings, fostering meaningful connections with those closest to him.
Insights

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Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
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December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
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December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
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