Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
8yrs
Thomas McDonnell
Financial advisor at Corient
Based in Boston, Massachusetts, Thomas McDonnell is a fiduciary financial advisor with 8 years of industry experience. Thomas joined Corient in 2024, after a year at Socius Family Office. Corient offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1 Post Office Square, Suite 2400, Boston, MA 02109
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowCorientCurrent firm
- Mar 2023 – Aug 2024Socius Family Office, LLCPreviously
- Nov 2018 – Mar 2019Socius Family Office, LLCPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Corient at (305) 735-2020 and ask for Thomas McDonnell. Thomas works from the Boston, MA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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