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Bob Donnelly
Bob Donnelly
Consulting Group
Financial Planning Specialist
Vice President - Wealth Management
Financial Advisor
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6165
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Honors Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Honors and Recognitions
  • 20 Year Loyal Service Award - Smith Barney
Education and Licensing
  • Financial Planning Specialist (FPS), 2004
    Smith Barney Planning Services
    San Antonio, TX
  • Certified Public Accountant (CPA), 1984
    Texas Board of Public Accountancy
    Austin, TX
  • BA - Managerial Studies, 1979
    Rice University
    Houston, TX
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
    TX, LA, CO, NC
Services
  • Asset Management
  • Estate Planning
  • 401k Rollovers
  • Annuities
  • Life Insurance
  • Retirement Planning
  • Trust Services and Accounting
  • Family Consulting
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Qualified Plans
  • 529 Plans
  • Municipal Bonds
Business Experience
  • 1988 - Present: Morgan Stanley Smith Barney*
    Financial Planning Specialist
    Vice President - Wealth Management
    Financial Advisor
    San Antonio, TX
  • 1983 - 1988: Rauscher Pierce Refsnes
    Vice President - Wealth Management
    Financial Advisor
    Houston, TX
  • 1981 - 1983: Robert Half International Employment Agency
    Manager
    Richmond, VA
  • 1978 - 1981: Peat Marwick Mitchell
    Tax Specialist
    Houston, TX
Bulletin Board
  • Planning for the long-term? Doesn't it make sense to start now? Contact me to learn how we can help.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Do you have an estate plan for a life you no longer lead? If you would like to update your plan, speak with us.
Bob Donnelly is licensed in the following state(s): CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, NC, NJ, NY, PA, TX, VA
This 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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Equity Market Daily (pdf)

Portfolio Strategist - A Weekly Guide for Investors (pdf)
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