Welcome

We look forward to helping you preserve and grow your wealth through well-defined goals and a solid financial plan. With access to some of the world’s most respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices, we can create a personalized approach to meet your goals.

Whether you prefer meeting one-to-one, or accessing your accounts via the latest technological advancements provided by Morgan Stanley, we ensure you can engage with us as you please. In every situation, however, we provide a holistic relationship-based approach, which accesses the entire picture of our clients’ wealth, the details that shape it and, in many cases, the opportunity to work with their families from generation to generation.

We hope we can be of help to you and your family.
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Retirement Planning3
  • Lending Products
  • 401(k) Rollovers
  • Asset Management4
  • Business Planning5
  • Business Succession Planning6
  • Cash Management7
Securities Agent: VA, OR, OH, NY, NJ, NC, MA, FL, CT, CA; General Securities Representative
NMLS#: 579350
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our clients have a variety of backgrounds, interests, and pursuits, but share the commonality of having applied these to achieve great personal and professional success.

We help protect that success by drawing extensively on our experience, and the research, knowledge, and intellectual capital of Morgan Stanley.
    • Planning & Preparation:
      We create a plan in accordance with our clients’ unique goals and lifestyle. Before we discuss investments, we make sure your financial house is in order and create a benchmark against which to track progress throughout our relationship. If the plan or goals change, we document and account for that every step of the way.
    • Entrepreneurs Helping Entrepreneurs
      We are familiar with the pressures that come with owning a business. Many entrepreneurs are so busy doing what they do best that they don’t have time to look strategically at how their assets are held, or what kind of protection they have. We help keep an eye on these priorities.
    • Client-focused
      Every relationship is different. Paying attention to the defining details of our clients’ lives is necessary to understanding what they need in terms of financial planning, and ultimately creates more meaningful progress for them. Whether you are paying for college or finding value through long term care, we are committed to uncovering the needs specific to your unique circumstances.
    • Personal Attention & Global Access:
      We believe Morgan Stanley is the best firm in the industry, and have great respect for the research, products, and services it provides for clients of all needs. We commit to understanding our clients’ options through Morgan Stanley, and take the initiative to investigate resources elsewhere when necessary.

    John J. Donnell - Vice President, Financial Advisor

    John has worked in financial services for over twenty years, helping families preserve and grow their wealth through well-defined goals and a solid financial plan. He works diligently to meet the individual needs of his clients and their families.

    Prior to joining Morgan Stanley, John was a financial advisor at Merrill Lynch. There, he honed skills that he now administers on a larger scale, with the goal of garnering even greater success for his clients by drawing on the leading research, investment acumen and resources of Morgan Stanley. John’s belief that family is paramount continually drives his commitment to his clients. Inspired by his own family, John helps clients define and achieve their own personal goals for their families and the generations to come.

    Outside of work, John is very involved in his community and bringing up his three children. He has volunteered numerous hours to swimming, basketball, and Little League baseball, as well as coaching soccer and serving on the Board of Directors for the Soccer League in Manhasset, NY. He also volunteers for Ronald McDonald House. In his spare time, John enjoys reading, golf and travel.

    John graduated from Fordham University with a BA in political science.

      Working With You

      We begin every engagement by understanding our clients motivation for coming to see us. This discovery process is collaborative and educational. We address personal financial habits and how those impact your family, your financial biases, and your emotional relationship to money. All this factors into more practical questions about your vision for retirement, and what it will take to achieve it.

      Our goal is to keep your assets safe and ensure they grow in the most tax-efficient manner possible. We are mindful about consciously investing your money based on your personal priorities—for the succession of your businesses, the legacy of your family, or whatever the larger picture you have in mind might be—so that you have the freedom to focus on other priorities in life.

        Location

        1010 Northern Blvd
        Ste 214
        Great Neck, NY 11021
        US
        Direct:
        (516) 773-7263(516) 773-7263
        Toll-Free:
        (800) 473-0320(800) 473-0320
        Fax:
        (516) 773-7283(516) 773-7283
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        From Clueless to Clued In: Teaching Teens About Money

        From Clueless to Clued In: Teaching Teens About Money

        As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

        Many of us face money worries. You may be able to get advice and education from an unexpected source.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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        Ready to start a conversation? Contact John J Donnell today.
        Market Information Delayed 20 Minutes
        1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

        3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

        Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

        The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

        Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

        The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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