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Dean M Donohue
CFP®, MBA, CRPC®
SENIOR FINANCIAL ADVISOR

(502) 412-4050
806 Stone Creek Pkwy   Ste 1
Louisville, KY 40223

DONOHUE, SMITH & ASSOCIATES


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Community Participation

  • Sportsworld International, Team Captain
  • Clothe-A-Child Foundation, Former Board Member
  • Team Louisville, Board Member

Qualifications

  • Chartered Retirement Planning Counselor, 2000
  • Certified Financial Planner, 1993
  • M.B.A. University Nevada Las Vegas, 1987
  • B.S. University Nevada Las Vegas, 1984
  • Indiana University Southeast, Instructor
  • Money Magazine, Interview
  • Presidents Recognition Award, 2004/2005
  • Master Advisor, 1991-2005

Professional Associations

  • Financial Planning Association

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

License information
I am licensed and registered to conduct business in KY. Based on licenses and registrations I hold, I may also conduct certain business in AK, AZ, CA, FL, GA, IL, IN, MD, ME, MI, MO, NC, NV, OH, SC, TN, TX, VA, WY, PA

CA Insurance #0D38641

More people come to Ameriprise for financial planning than any other company.1

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


A financial advisory practice of Ameriprise Financial Services, Inc.