About Us

About Us

Thomas J. Donahue ChFC®, CFP®

President

I want to leave a legacy of helping others improve their lives. I want to be an extraordinary husband to my wife, father to my girls, CEO of my company, resource to my clients, and leader in my community and church. 

I strongly believe in giving back and using your talents to do the things that you love. In 2013, I became the first head coach for the Christ the King Catholic High School swim team. This has been a personally rewarding experience, and I was thrilled when the CTK men's team won the school's first state championship in 2016.

My wife, Karen, and I have three daughters. In my spare time, I enjoy swimming, hiking, and spending time with my family. 

Credentials that speak to expertise

  • CERTIFIED FINANCIAL PLANNERTM practitioner
  • Chartered Financial Consultant® designation
  • General Securities Registered Representative of Commonwealth Financial Network®
  • Investment Adviser Representative of Commonwealth Financial Network
  • Tom has taught financial planning classes for such institutions as UNC Charlotte, Wingate University, and many area businesses, nonprofits, and associations.
A commitment to serve the community

October 2013 – Selected as a member of the North Carolina Swimming Officials Committee

December 2011 – Elected as chairman of the Union County Chamber of Commerce board of directors

June 2010–Present – Selected to the St. Mark Finance Council

December 2008 – North Carolina governor Beverly Perdue selects Thomas J. Donahue, CFP®, as one of 25 regional business leaders (Fortune 500 CEOs and others) to participate in an economic roundtable. The governor was seeking advice on ways to stimulate and improve the economy.

December 2007 – Elected to the Union County Chamber of Commerce board of directors and executive committee

June 2007–2010 – Named to the St. Mark building committee

June 2005–2009 – Elected to the St. Mark pastoral council, serving as chairman from 2007 to 2009
 
ThomasDonahue_Emblem_Vertical-WM2015

 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,822 Charlotte wealth managers were considered for the award; 277 (16 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

Timothy B. Hamilton

Vice President

I want to be remembered as someone who cared deeply for his family, friends, and his fellow man. I strive to be a man who earned the trust of his clients and community, and the respect of his children.

My wife, Tracy, and I have two children. In my spare time, I enjoy spending time with my family at the beach, flying, and an occasional round of golf.

Credentials that speak to expertise

  • General Securities Registered Representative of Commonwealth Financial Network®
  • Investment Adviser Representative of Commonwealth Financial Network
  • Tim has taught financial planning classes for such institutions as Wingate University, Queens University, and many area businesses, nonprofits, and associations.

A commitment to serve the community

January 2011 – Elected president of the Union County Breakfast Rotary Club

January 2011 – Elected secretary of the Anson Flyers

December 2004 – Named “Rotarian of the Year.”

January 2003 –  Elected president of the Union County Breakfast Rotary Club

View Tim's awards

The Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,083 Charlotte wealth managers were considered for the award; 267 (24 percent of candidates) were named 2012 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visitwww.fivestarprofessional.com.