Jim Donnelly - Valley Financial Group

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Jim Donnelly

INVESTMENT ADVISOR

Professional Experience

Jim graduated from the Philadelphia Police Academy in 1999. After a three year assignment in the 26th District, he joined the Bensalem Police Department. Jim has led a distinguished career serving Bensalem Township. He quickly advanced through the ranks from Patrol Officer, Corporal, Sergeant of Patrol Division and Detective-Sergeant of the Criminal Investigation Division. Jim’s service to the community was rewarded with being honored as the Rotary Officer of the Year in 2016.

Since 2018, Jim has been serving as a Lieutenant as the Patrol Operations Commander while also overseeing the Department’s Police Activities League Program (PAL) and the Drug Abuse Resistance Education Program (D.A.R.E).

Most recently, Jim joined Valley Financial Group as an Investment Advisor Representative of H. Beck, Inc. Jim is also active in the client acquisition strategies for the firm.

A Personal Note

Jim grew up in Philadelphia and resides in Langhorne, Pennsylvania, with his wife and three children. Jim received a Bachelor’s Degree from the Pennsylvania State University and a Master’s Degree in Police Administration from Saint Joseph’s University. Jim also graduated from class #353 of the Northwestern University School of Police Staff & Command.

Why
Valley?

Valley gives me the opportunity to build the bridge between First Responders and Investment Professionals. Receiving sound financial advice is key to a successful retirement. With 21 years of law enforcement experience, I understand the needs of First Responders better than the vast majority of investment advisors. At Valley Financial Group, our knowledgeable financial advisors provide First Responders a better understanding of their retirement options. I am excited to serve my fellow First Responders in the next phase of my career.”