Financial Advisor
BBS, QFA
e: jmcdonnell@wellesley.ie
Jake is a Financial Advisor at Wellesley where he is responsible for advising clients in all aspects of financial planning including investments, specifically in relation to retirement planning and options at retirement, including estate planning. Jake holds a Bachelor of Business degree from the University of Limerick where he majored in Risk Management and Insurance and studied a minor in Business Informatics. Jake is a also a Qualified Financial Advisor (QFA).