Joe Donnellon

Joe
DonnellonFinancial Advisor

With over 15 years of experience, Joe believes that being a great financial advisor means that you have to transcend the standard roles and become a trusted confidant. His work ethic is fueled by his desire to not only meet, but also exceed his client’s expectations.

Joe always goes the extra mile to make sure that clients are well cared for and happy with their experience. His natural ability to engage with people, listen and understand their needs is one of his biggest strengths. Joe's patience and ability to explain complex ideas in a simple way has allowed him the opportunity to work with a diverse set of clients.

“Planning with a purpose is the focus I try to introduce to my clients. It seems so simple, but too many people are putting assets in investments without a truly defined plan. Let’s define a desired result before we put your money to work.”

Dedication to his client’s success has driven Joe to become recognized within the independent advisor industry as one of the top 50 Advisors in the country under the age of 40. Within the Woodbury Financial broker-dealer network, Joe has achieved Crystal Platinum Producer based on production for seven years, and has consistently been a top 10 Advisor (out of 1000+) based on production. 

Joe works closely with Tony Frangella on designing, implementing and monitoring comprehensive financial plans for clients. Together, they are highly motivated to see their clients succeed.

Joe played baseball at Bradley University and graduated with a degree in Finance. He currently resides in the western suburbs of Chicago with his wife, two daughters and son.

Licenses: Series 7, 66, Life, Long Term Care

Joe’s Team

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Tony Frangella

Financial Advisor

With over 17 years of corporate finance and investment related experience, Tony joined The Lineage Group in 2013.

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Elizabeth Okon

Executive Assistant

Elizabeth has been a part of The Lineage Group for almost 10 years and she is the engine that makes the client experience run smoothly. The comfort and care each client gets is a direct result of her outgoing and genuine nature. Elizabeth works closely with Joe and Tony on client administration and compliance.

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Julie Hayes

Client Relations Manager

Julie’s extensive knowledge of the industry combined with her ability to oversee any client need has made her an invaluable part of The Lineage Group team. Julie works closely with Joe, Tony and Marc on client relations.

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