John “JD” Donaghy
Client Relationship Manager
JD is a registered representative and comes to MWA having served as a financial planner with Heritage Financial Consultants and Legg Mason, concentrating the core of his practice on business owners and affluent individuals. Earlier in his career, he served as a senior portfolio analyst with Alex Brown, where he managed the investment process and had manager oversight for over $1.5 billion in assets. In his current role as a Client Relationship Manager, JD works closely with Peter to ensure that he provides the design, implementation, and service for comprehensive financial planning and investment strategies for each client. Through participation in meetings and briefings with Peter, JD is fully apprised of client objectives and has the responsibility of ensuring those objectives are met.
Education and Certifications
Bachelor’s in International Relations with a minor in Economics from Lynchburg College
Series 7, 63, and 65 registered
Baltimore Estate Planning Council