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 and as a senior portfolio analyst with Alex Brown. 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 strategies for each client. Through participation in meetings and briefings with Peter, JD is kept fully apprised of client objectives and has the responsibility of ensuring those objectives are met. JD serves to coordinate client financial planning needs with Peter and the MWA Team.
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