Joseph Donovan is a Managing Principal at Bay Financial Associates. Joe supports advisors who serve families and businesses by helping them design and implement specialized wealth management plans that strives to accumulate, manage and transfer wealth. He manages a large experienced team that is dedicated to supporting these advisors as they transition, grow and manage their practices. BFA’s support team includes a Chief Investment Officer, Director of Financial Planning, Director of Compliance, as well as Sales and Administrative support. Joe has spent his career helping advisors implement wealth management, wealth transfer, charitable and business succession planning strategies for high net worth and ultra-high net worth families.
Joe is a graduate of Boston College, received his JD from Case Western University Law School and his LL.M (Masters of Tax Laws) from Boston University School of Law with studies at New York University School of Law. He is a member of the American Bar Association's trust and estate section and a member of the Boston Estate Planning Council. He is also a former board member and past chairman of the Italian Home for Children's Planned Giving Committee and once served as an incorporator for the Rowell Foster Children Fund, Inc.
Joe's experience includes practicing with a Big Four accounting firm, a law firm, and managing a legal team at a major insurance company. His legal, financial, accounting and insurance industry experiences make Joe adept in the sophisticated use and design of financial, retirement, and estate plans. His team approach helps coordinate the planning process with our clients' CPAs, attorneys, family office and other professional advisors.
He is also able to explain complicated financial planning, charitable, business, and tax planning concepts in understandable terms. Joe is a frequent speaker and writes on estate, business, and retirement planning issues. He has spoken at the national meeting of the Society of Financial Service Professionals (SFSP), regional estate and tax bar associations, and the national conferences of some of the largest broker dealers in the country.
Joe was a member of Boston College's hockey team that reached the Final Four. He's married with two sons and a daughter. Joe is active in his community and enjoys coaching, playing golf, and skiing.
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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