Richard Donner

Richard Donner

Partner / Registered Principal


Dick has been in the securities/investment business since 1983. Prior to that, he worked for the U.S. Justice Department. He is a graduate of Siena College in Albany, NY and spent 3 years as an officer in the U.S. Army.

Dick works with individuals in both their personal and retirement investment planning. He is also involved with the development and maintenance of business retirement/profit sharing plans. His specialty is the development of asset allocation* models suitable to the needs of each client and according to their goals, risk tolerance and income requirements. Proper asset allocation can dramatically reduce volatility in investment portfolios, while still providing adequate growth and income to meet client needs.

Dick holds FINRA Series 7, 24 and 63 registrations and is a Registered Principal with Cetera Advisor Networks. He is licensed in life and disability insurance and variable annuities.

*Asset Allocation, which is driven by complex, mathematical models, should not be confused with the much simpler concept of diversification. 

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