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Jim Donnelly

INVESTMENT ADVISOR

Professional Experience 

Jim took an oath to “Protect and Serve” when he graduated from the Philadelphia Policy Academy in 1999. After serving a three-year assignment in Philadelphia’s notorious 26 th district, Jim had the opportunity to join the Bensalem Township Police Department. Jim led a distinguished law enforcement career serving Bensalem Township. During his tenure, he quickly advanced through the ranks from Patrol Officer, Corporal, Sergeant of Patrol Division to 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.
Jim was promoted to the Bensalem Police Command Staff in 2018 as a Lieutenant and installed as the Patrol Operations Commander responsible for twelve (12) frontline supervisors and forty-eight (48) patrol officers. The year before his formal retirement in February 2024, Jim had transitioned to a new role as Administrative Service Commander overseeing the BTPD Communications Unit, School Security and Resources, Animal Control, the Police Activities League (PAL) and the Drug Resistance Education Program (D.A.R.E.).
After twenty-five years of upholding the police oath, Jim is now going to “Protect and Serve” in his new role at Valley Financial Group. His new role does not require a badge, but it does require he put the needs of his clients first and protect the assets they have earned over their careers. Valley Financial Group is a financial fiduciary for its clients, and Jim is excited to help protect his clients’ best interests as an Investment Advisor Representative. As a licensed Series 65 Advisor, he provides investment and financial advice to protect the retirement assets of the firm’s clients.

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 Financial Group 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 25 years of law enforcement experience, I understand the needs of First Responders better than most investment advisors. I am going to provide our First Responders a better understanding of their retirement options, and I am excited to serve my fellow First Responders in the next phase of my career.

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