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Donald W

Kingston, PA

OSAIC

Donald Williamson is a financial advisor at OSAIC with 53 years of industry experience. He has worked at OSAIC since 2023 and has a longstanding history with Asco Financial Group, Inc. and FSC Securities Corporation, dating back to 1990 and 1997 respectively. In addition to his advisory roles, he serves as managing partner of AFG Pension Administration, a position he has held since 1991. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that include a variety of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jerome M

Series 66

Kingston, PA

OSAIC

Jerome Mchale is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has worked at FSC Securities Corporation and Asco Financial Group, where he also serves as president. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with a range of portfolio construction tools and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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