Andru DonatelliLEGAL COUNSEL
Contact Details
Areas of Expertise
- Corporate Law
- Estate Planning
- Trusts
- Retirement Planning
- Wills
- Financial Advice
Qualifications
- JD-MBA, Law & Business
- BS, Commerce
Licensed, Registered or regulated in
- the USA by the Securities and Exchange Commission
Andru has many years of broad-based legal and executive experience, having also worked for major corporations in management capacities and worked internationally.
As a dynamic speaker and coach over the last 15 years, Dru has presented to and trained thousands of financial advisors nationally in the areas of business, financial and estate planning, retirement income planning, charitable strategies, and insurance planning. These advisors represent major wirehouses such as Merril Lynch, UBS, Morgan Stanley, independent firms such as LPL and Raymond James, and Key Bank and CUSO, among others.
Dru received his Bachelor of Science (Commerce) Degree Cum Laude from Santa Clara University, where he also received his Juris Doctorate (JD) and Masters in Business Administration Degrees (MBA).
Publications
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Markets last week – 19/04/2024
USA Stocks continued their retreat from recent highs as geopolitical tensions and concerns about interest rates weighed on investor sentiment. Mega-cap technology shares faced pressure due to rising rates, exacerbated by a revenue miss from ASML Holdings. Small-cap stocks struggled, pushing the Russell 2000 Index further into negative territory. The trading week began with optimism
April 22, 2024 -
Markets last week – 12/04/2024
USA Equity markets retreated amid fears of Middle East conflict and persistent inflation pressures, pushing Treasury yields higher. Large-caps fared better than small-caps, with growth stocks outperforming value shares which were weighed down by interest rate-sensitive sectors, such as real estate investment trusts (REITs), regional banks, housing, and utilities. Wednesday’s CPI data showed prices rising
April 17, 2024 -
Markets last week – 05/04/2024
USA In the U.S., stocks retreated from record highs as U.S. Treasury yields surged, driven by indications of a manufacturing revival. Major indexes, particularly large-cap ones, pulled back, with growth stocks outperforming their value counterparts. Energy stocks notably surged, fueled by rising tensions between Israel and Iran and concerns over oil supply disruptions. Additionally, Microsoft’s
April 10, 2024 -
UK Tax rates 24/25
UK TAX RATES 24/25 The tax year starts today, the 6th of April and will end on April 5th of next year. It’s important to note that tax rates, limits, and allowances can change from year to year, affecting the amount people pay in taxes. To help you prepare, here’s a convenient overview of the
April 6, 2024