Megan Donnelly

CFP®, ChFC®, MBA, RICP®

Quabbin Advisors, LLC

Financial Advisor

Megan Donnelly

CFP®, ChFC®, MBA, RICP®

Quabbin Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Megan Donnelly, CFP®, ChFC®, MBA, RICP®

Fee-Only financial planner located in Moosic, PA, serving clients locally and across the country

Megan Donnelly is a Moosic, PA fee-only financial planner. Quabbin Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Megan Donnelly is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I founded Quabbin Advisors in 2009 after working for more than a decade as a corporate banker.  I left corporate banking because I wanted to help individuals get the most out of their money.  I saw the stress and upheaval that the financial crisis caused, and I wanted to help.

I am a CERTIFIED FINANCIAL PLANNER (TM) professional, and I also have the Chartered Financial Consultant (ChFC) and the Retirement Income Certified Professional (RICP) designations, along with my M.B.A. and 20 years of experience in financial services.  

Ongoing education is critical in financial services, and I am currently working toward the Chartered Financial Analyst (CFA) designation to improve my investment and portfolio management skills.  

My goal is to provide all of my clients with high quality financial advice at an affordable price.  

I spent the first 11 years of my financial career as a corporate banker working for Wells Fargo, Wachovia, and Citizens Bank.  For the last 9 years of my corporate banking career, I was a senior banker to Fortune 1000 clients, helping them procure the services that they needed.  In that role, I worked primarily with investment-grade companies on syndicated loans, but occasionally worked on a leveraged buy-out, a leveraged loan, or a loan to a company backed by private equity sponsors.  Working on a broad array of loans honed my credit analysis skills and taught me to critically evaluate companies from an investor perspective.  

I was also responsible for serving as the point person between my clients and an array of specialists on equity offerings, public debt issuances, convertible bond offerings, derivatives and swaps transactions, foreign exchange transactions, securitizations, and pretty much anything else my clients needed.  

Prior to my role as a relationship manager, I was an associate, fresh out of business school, and rotated through the asset securitization, corporate origination, and equity research groups.

That exposure to a broad range of financial products and services has also been important in my current work.  I know how equity research reports get written - and how to critically evaluate them - so I feel confident in assessing individual stock recommendations.  My experience in evaluating a company's credit strength is also a critical skill in evaluating investment opportunities.  

And plowing through endless SEC filings and legal documents has made me pretty adept at spotting potential trouble spots with some of the financial products that are being sold these days. 

All of my financial experience has been important in teaching me how to understand and analyze financial offerings and how to identify bogus or inflated claims for whatever latest and greatest product Wall Street comes up with. 

I also point out my background to make sure you know that I do not take this career lightly.  I have been dedicated to virtually nothing but improving my financial knowledge for the past 20 years.  I am proud of the depth and breadth of my financial experience, and I am proud to put that experience to work for my clients.  

Megan Donnelly is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Quabbin Advisors is licensed as a Registered Investment Advisor (RIA) in the states of Pennsylvania and Massachusetts.  Because Quabbin Advisors is an RIA, I am always working as a fiduciary - which means that I must always provide advice that I believe is in the best interests of my clients.

It's important to know that many investment advisors either are not fiduciaries at all or only act as a fiduciary in certain circumstances.  Most advisors work under the "suitability standard", which means that they only need to make recommendations that they believe are "suitable" for their clients.  That "suitable" investment might just cost you more money and give your advisor a higher commission. If you are not working with an advisor who is a fiduciary, at least ask lots and lots of questions about how they are getting paid and ask for alternatives to the product they are recommending.

With any luck, the law will change soon, and all advisors will be required to be fiduciaries.  

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Megan Donnelly is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Megan Donnelly is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • ChFC - Chartered Financial Consultant
    Megan Donnelly is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • Retirement Income Certified Professional®
    Megan Donnelly is a Retirement Income Certified Professional® (RICP®)

    A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

  • Financial Planning Association
    Megan Donnelly is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Megan Donnelly

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Office Locations:

  • By Appointment
    Moosic, PA 18507

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