Donlan & Barcomb Investment Services

CONNECT

Address:

40 Brinkerhoff Street
Plattsburgh, NY 12901

Phone:

(518) 562-0224

Fax/Other:

(518) 561-1138

Robert Donlan

Robert Donlan

Partner

Bob graduated from St. Michael’s College in Winooski, VT with a B.A. in History and a minor in Business Administration.


He joined the investment firm, EF Hutton, in 1982 and later joined Paine Webber in 1984.


In 1991, Bob became an independent financial advisor.


He holds all relevant licenses to conduct business as a financial professional including the Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law, Series 24 - General Securities Principal, and New York Life and Health.


Bob has also received the Certified Financial Planner designation (CFP) in 1988.


In the community, Bob has served on many boards over the years, and is currently active in Plattsburgh Rotary, Peru Lions Club, CVPH Foundation, and Pine Harbor Assisted Living.
He is also serving as President of the board at the Plattsburgh YMCA.


With over 34 years in the financial services field, Bob has the knowledge and experience to serve your needs in all aspects of financial planning.


To speak with Bob or to schedule an appointment, please call (518) 562-0224. 

 

Phone (518) 562-0224
Fax (518) 561-1138
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck