We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

The Donohue Group

Wealth Partners at J.P. Morgan

The Donohue Group

Helping Clients Transform Success Into a Sustainable Legacy

561.694.5601

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Welcome

The Donohue Group is a team of Financial Advisors and other professionals serving clients from coast to coast. We focus on wealth management strategies that are customized to help meet each individual’s needs and objectives. Moreover, we look beyond daily headlines and frequent market fluctuations to create investment portfolios that help our clients progress toward their goals.

WORKING WITH YOU MEANS WORKING FOR YOU 

Each member of The Donohue Group has a focus that, when combined with those of other team members, creates a powerful force. We bring a heavy emphasis on fixed income investing and also offer in-depth experience in equities, institutional equities and comprehensive portfolio review. Our team seeks to provide approaches to even the most complex wealth management needs. 

RECOGNIZED BY THE INDUSTRY1 Where change is constant, experience is invaluable. The Donohue Group has been helping people achieve their objectives for over 30 years. As further evidence of our effectiveness, Mark Donohue, the founder of The Donohue Group, has historically been recognized as one of the top-rated financial advisors by a number of premier industry publications and organizations.

ATTENTION FOR CLIENTS’ UNIQUE REQUIREMENTS 

The Donohue Group provides access to not only our own experience, but we tap the specialist resources of the firm to develop strategies in disciplines as diverse as trusts, philanthropic planning and lending.

  • WEALTH PLANNING
  • ASSET MANAGEMENT
  • EQUITIES
  • FIXED INCOME
  • MUNICIPAL BONDS
  • ALTERNATIVE INVESTMENTS
  • TRUSTS & ESTATES
  • BORROWING OPTIONS
  • RETIREMENT PLANNING
  • ENDOWMENTS AND FOUNDATIONS

 

Investment Approach

Bespoke Strategies Built Around Your Needs

A CONSERVATIVELY BIASED PROCESS 

Our core principles are designed to withstand all types of market cycles. We maintain a conservative and disciplined approach, paying particular attention to exposure management and each individual’s risk tolerance. This approach has served our clients well for many years. We take tremendous pride in our reputation for being dedicated to our client’s success. We are not only passionate and love what we do, but we take a personal interest in our clients, their goals and their families.

OUR COMMITMENT TO PERSONALIZED VALUES 

  • Quality Service We have a genuine understanding and concern for your needs and seek to provide high-quality service and advice at all times. 
  • Lasting Relationships Our focus is on nurturing a connection with you, your family or your organization, built on a foundation of trust and satisfaction. Your best interest is our primary concern.
  • Tailored Approaches We strive to deliver thought leadership, innovative ideas and investment advice that is designed and customized to help you pursue your goals.
  • Executional Excellence Our mission is to deliver the highest levels of advisory guidance in the areas of financial consulting and investments. We bring a visible sense of energy, a strong work ethic and a steadfast commitment to our work.

OFFERING ONGOING COMMUNICATIONS

Our portfolio management approach involves periodic tactical revisions and rebalancing allocations when appropriate. By maintaining frequent contact, we stay in tune with changes in your life that may lead to portfolio recalibration.

BACKED BY AN INDUSTRY LEADER

From our perch at J.P. Morgan Wealth Management, our team offers the personalized service of a boutique organization coupled with the global resources of J.P. Morgan, one of the largest and most well-respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows us to draw on the intellectual capital, real-time insights and award-winning research1 needed to inform our detailed process. 

Awards & Recognition

Barron's1, 2

Top Advisor Rankings By State #8 - Florida

2021

Top 100 Financial Advisors

2007 · 2008 · 2009 · 2011 · 2013 · 2016 · 2017

Forbes3

Best-In-State Wealth Advisors #12 - Florida

2021

Financial Times4

Top 400 Advisors

2013 · 2016

Meet Our Team

Click a profile to learn more about each member

Mark G. Donohue

Managing Director


561.694.5601

mark.donohue@jpmorgan.com

3825 PGA Blvd., Floor 9
Palm Beach Gardens, FL 33410

Gordon Sommer

Executive Director


561.694.5624

gordon.sommer@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Butch Massaro

Investment Associate


561.694.5646

butch.massaro@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Steven Olson

Client Associate


561.694.5697

steven.olson@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Maria Killion

Senior Client Associate


561.694.5632

maria.killion@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Awards or rankings are not indicative of future success or results. Published information is generally based exclusively on material prepared and/or submitted by recognized recipient. To learn about selection criteria , contact the issuing third-party, non-affiliated organization(s).

1.The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
2.Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither THE FIRM nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
3.The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
4.The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.