“Wealth is not about money –it is about being in a position to do the things that matter most to you.”

Background and experience

For more than 25 years, I have had the privilege to serve as a financial advisor to families, individuals, and institutions. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations. I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including liability management, cash reserves, insurance, estate planning strategies, philanthropy, and tax implications.

I started my career at UBS before moving my practice in 2002 to Wachovia Securities, the predecessor of Wells Fargo Advisors. Prior to joining the financial services industry, I earned a Bachelor of Arts from Vanderbilt University. Prior to my career in financial services, I held management positions with Owens Corning Fiberglas and J.P.Stevens.

Away from the office

My parents instilled in me a passion for community involvement. I am a board member for VISTA Life Innovations, and I help to organize the annual bike ride, the “Vista Tour de Shore”. As a member of the Madison Jaycees, I plan the Thanksgiving Turkey Trot and Triathlon. Johanna, my better half, and I share an interest in golf and tennis, and we now have the pleasure of being grandparents to Paige, Jack, Wyatt, Connor, Graham and Harper.

“My clients know that they can count on me to help guide them in their financial decisions, whether big or small.”

Background and experience

My mission is to provide every client with targeted, comprehensive financial advice and portfolio analysis – delivered with the highest level of personal service and professional integrity. Utilizing a long-term investment approach, I help clients develop and implement strategies for building wealth, preserving their assets and realizing their financial goals. Such planning is not a single event – it is a long-term process. As life circumstances change, so must the investment and strategies our team uses to stay on course toward meeting your objectives.

I am a graduate of Temple University with a B.S. in Finance. In 2010, I joined Wells Fargo Bank and in 2016 I joined Wells Fargo Advisors Madison team as a Financial Advisor. I take pride in working with a team of professionals that puts the client first.

 

Away from the office

My wife, Ariana, and I are blessed to have two young daughters, Scarlett and Skyler. Ariana is a graduate of Villanova University and Villanova Law School, and she is a Partner at the Ceneviva Law Firm in Meriden. In 2017, Ariana was elected Judge of Probate for Meriden, Connecticut. In addition to helping clients professionally, we are committed to helping our community. Ariana serves on the Board of Directors for the Meriden chapter of Girls Inc. I currently volunteer with VISTA in Madison and serve on the Bradley Home Board of Directors in Meriden.

I joined Wells Fargo Advisor in 2023, and work with Ed, Jorge and Kristen on the implementation of client financial plans. I have held positions in banking and insurance over the last 18 years with Wells Fargo Bank, Prudential Insurance and Barnum Financial Group. My passion is creating long lasting, meaningful relationships with clients. My wife, Meghan, and I are proud parents to our three children, Camryn, Brendan and Austin. In my hometown of Naugatuck, Meghan serves as a town official, and I have coached youth sports. .

William T. Donahue is a senior trust advisor within the Wealth & Investment Management division located in Greenwich, Connecticut with more than 25 years of experience in financial services. Collaborating with individuals and families, William helps his clients define and achieve their wealth and estate planning goals.

Prior to joining Wells Fargo Bank, William served as president of Trust Company of Connecticut, the Wealth Management Division of NewAlliance Bank, where he was responsible for the day-to-day management of the division. He also held trust advisor roles with Bank of New York, Montague & Co. (a multi-family office) and Shawmut Bank.

William earned a Bachelor of Science Degree in Finance from Central Connecticut State University.

William is a member of the Estate and Business Planning Council of Hartford, Inc., and a member of the Professional Advisory Council of the Fairfield County Community Foundation. He is a past member of the Planned Giving Advisory Committee of Gaylord Specialty Healthcare and a past Member of the Board of Plan of Connecticut, Inc.

William and his wife Mary reside in Canton, Connecticut with their children, and their dog Mumford.

Sarah is a senior wealth strategist with Wells Fargo Bank within Wealth & Investment Management supporting the Northeast Division. Sarah has more than 20 years of experience in financial services working with clients to help develop customized wealth plans and recommend solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.

Sarah advises high net worth individuals, corporate executives and business owners. Sarah has also lent support to our internal publications as a subject matter expert on various planning topics, and is a regular presenter on education calls to her colleagues.

Sarah earned her bachelor’s degree from Haverford College. She is also a CERTIFIED FINANCIAL PLANNERTM professional.

In her free time, Sarah loves to travel and is an avid participant in a hand bell choir. She lives in Somers, NY with her husband and two teenage children.