Cameron Donnelly is a Senior Vice President, Financial Advisor, Portfolio Manager, and Certified Financial Planner® with The Modern Perspective Group at Morgan Stanley. For clients in the greater Chicago area and beyond, Cameron brings thoughtful guidance, superior service, and over a decade of industry experience to their financial lives.
A graduate of Purdue University with a Bachelor of Science Degree in Economics, Cameron began his career in wealth management in 2012 with Morgan Stanley. In 2016, he went on to help launch an ETF as a Consultant with Deutsche Asset Management. Passionate about working directly with clients, Cameron returned to Morgan Stanley in 2018 as a Financial Advisor.
Earning his Certified Financial Planner designation, he equipped himself with the holistic skillset and stringent ethical standards that have come to define The Modern Perspective Group’s approach to wealth management.
Within the team, Cameron primarily focuses on fostering and enhancing client relationships. The foundation of every relationship is trust––something Cameron does not take for granted, and works to earn day after day. He strives to go above and beyond to help meet his clients’ needs and address their challenges proactively. Whether it’s making time to answer a complex question, offering guidance on a large purchase, helping the next generation develop sound financial principles, or just serving as a sounding board––Cameron is committed to being an ever-present financial resource for the team’s clients and their loved ones.
After many years enjoying the Windy City, Cameron now lives in the Western Suburbs with his wife Cristina and their five children. In his free time, he enjoys getting outdoors with his family, rooting on the Boilermakers, spending a day fishing, and trying not to lose too many balls on the golf course.
Services Include
- Portfolio Management
- Investment Strategies for Family Offices
- Long-term Care Insurance
- Planning for Individuals with Special Needs
- Retirement Planning
- Alternative Investments
- 401(k) Rollovers
- Trust Services
- Wealth Management
- Wealth Planning
- Stock Option Plans
- Qualified Retirement Plans
- Professional Portfolio Management
- Planning for Education Funding
- Life Insurance
- Fixed Income
- Estate Planning Strategies
Securities Agent: NY, ID, MI, HI, CO, CA, AK, PR, CT, VA, SC, OR, MA, WI, TN, OH, NE, OK, NJ, NV, IA, GA, DE, VT, MT, MD, IN, IL, FL, WA, TX, PA, NC, MO, MN, LA, AZ, KY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1840482
CA Insurance License #: 4188695