Kevin J. Donnelly, CLU®, serves as Vice President for the Highland Capital Brokerage. Since joining the firm in 1994, Kevin’s responsibilities have focused on the development and implementation of advanced insurance concepts focusing on estate, executive compensation, and business planning.
Kevin’s clients include institutional advisors, as well as independent financial planners, insurance advisors, CPAs, attorneys, and trust companies. He has expertise in the design and implementation of large life insurance portfolios and has successfully advised affluent clients including members of the Forbes 400 list.
Kevin holds the Chartered Life Underwriter® (CLU®) designation and is a member of the Association of Advanced Life Underwriters.
Securities by Licensed individuals offered Through Investacorp, Inc. A Registered Broker/Dealer, Member FINRA, SIPC.