Allyn Donaubauer,
CFP®, CRPCTM
Senior Vice President, Investments
Managing Director
Allyn is the founder of the Donaubauer Group and was named to Forbes Best-in-State Wealth Advisors 2019. In addition, he has been a member of the Chairman’s Council of Raymond James and Associates for 2016-2019. He is passionate about helping his clients simplify the financial complexities in their lives while working toward meeting their objectives through goals-based wealth management. He takes great pride in serving as a counselor and advocate to his clients, and deeply cares about their financial well-being.
As a Chartered Retirement Planning Counselor, Allyn has in-depth knowledge of the needs individuals face both before and after retirement. He engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, dedicated to helping his clients work toward their financial goals by guiding them through a comprehensive investment planning process. He is committed to helping clients identify and pursue their goals at every stage of their lives – from planning for children’s needs to attaining adequate healthcare during retirement to leaving a legacy.
Before joining Raymond James, Allyn served as Wealth Management Advisor and First Vice President of Investments at Merrill Lynch for 34 years. He holds a bachelor’s degree in finance and banking, and a master’s degree in finance from the University of Arkansas at Fayetteville.
Allyn is active in community organizations and passionate about serving his community, which is confirmed by the many awards and recognition plaques that adorn his office. He serves as board president of the We Care Foundation, a nonprofit dedicated to improving and enriching the lives of children with cancer and related blood diseases. He is a board member of the University of Ozark, the Children’s Emergency Shelter Foundation, and Trinity Junior High.
Allyn was born in Pittsburgh, Pennsylvania. His father moved the family to Arkansas in 1968 to become vice–president – director of development for the University of Arkansas, building fundraising relationships with people who shared his passion for higher education. Today, Allyn lives in Fort Smith with his wife and business partner, Janice, and has two grown children, Blake and Natalie along with grandchildren, Blue and Eleanor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
RJ Chairman’s Council membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Raymond James is not affiliated with any organizations mentioned.
As a Chartered Retirement Planning Counselor, Allyn has in-depth knowledge of the needs individuals face both before and after retirement. He engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, dedicated to helping his clients work toward their financial goals by guiding them through a comprehensive investment planning process. He is committed to helping clients identify and pursue their goals at every stage of their lives – from planning for children’s needs to attaining adequate healthcare during retirement to leaving a legacy.
Before joining Raymond James, Allyn served as Wealth Management Advisor and First Vice President of Investments at Merrill Lynch for 34 years. He holds a bachelor’s degree in finance and banking, and a master’s degree in finance from the University of Arkansas at Fayetteville.
Allyn is active in community organizations and passionate about serving his community, which is confirmed by the many awards and recognition plaques that adorn his office. He serves as board president of the We Care Foundation, a nonprofit dedicated to improving and enriching the lives of children with cancer and related blood diseases. He is a board member of the University of Ozark, the Children’s Emergency Shelter Foundation, and Trinity Junior High.
Allyn was born in Pittsburgh, Pennsylvania. His father moved the family to Arkansas in 1968 to become vice–president – director of development for the University of Arkansas, building fundraising relationships with people who shared his passion for higher education. Today, Allyn lives in Fort Smith with his wife and business partner, Janice, and has two grown children, Blake and Natalie along with grandchildren, Blue and Eleanor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
RJ Chairman’s Council membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Raymond James is not affiliated with any organizations mentioned.
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