Vince Donato joined Wealth Advocate Group in 2023 as a Para Planner. In his role, as a Para Planner, Vince provides analysis of firm clients’ investments, estate planning, cash flow, and retirement readiness.
Prior to joining Wealth Advocate Group Vince had experience working as a Registered Investment Associate at Key Bank.
Vince graduated from Slippery Rock University in 2021 with a Bachelor of Science in Business Administration in Finance. Vince also completed his Master’s in Business Administration from John Carroll University in 2023.
Vince holds his Series 7 and 66 Securities Licenses through LPL Financial as well as Life, Accident, and Health Insurance Licenses.
In his spare time, Vince enjoys staying active and spending time with friends and family.
