I believe in a holistic approach that begins by understanding what's most important to you and your family before investing any money.
For our office, providing wealth strategies involves more than just investment guidance. I encourage the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns - including your estate considerations, tax strategies, wealth protection and charitable giving. This will help us tailor a strategy that is appropriate for you.
As a member of the University of Louisiana at Monroe Alumni Association, I am dedicated to serving the city of Monroe and the surrounding areas. I have a strong belief that helping individuals become better stewards of their finances has a ripple effect on the entire community. My interests revolve around my involvement in Downtown Monroe Business Development (DoMo) and the New Opportunities Vision Achievement organization.
My personal interests are centered around faith and family. I am a worship leader in my church and a husband and father to a girl and boy who attend River Oaks School.
My aim is to serve individuals, families, business leaders and professionals with the resources I have access to at Edward Jones. I believe in personal interaction and trusting, long-term relationships are the key to the success of our business.
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Community Outreach
Office Address1302 Leavell Avenue
Bastrop, LA 71220
Phone NumberMichael Donohue at (318) 281-0200
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