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This profile was last updated on 10/5/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Stephen R. Donaldson

Wrong Stephen R. Donaldson?

Senior Vice President and Chief F...

Local Address: Florida, United States
Company Description: We specialize in not only understanding the financial complexities facing you and your family, but in devising high-impact strategic plans to safeguard your...   more

Employment History


  • Bachelors of Science , Finance
    University of South Florida
Web References
Stephen R ..., 5 Oct 2014 [cached]
Stephen R Donaldson
Stephen R. Donaldson
Stephen R. Donaldson serves as Senior Vice-President and Chief Financial Officer of Fortress Financial Group. After receiving a Bachelors of Science in Finance in 1991 from the University of South Florida, Mr. Donaldson gained experience in finance and management operating firms ranging from a multi-store commercial dry cleaners to a real estate management company. Mr. Donaldson has been involved in managing the firm's finacial affairs for almost 20 years, helping to build a solid business foundation based on trust and integrity.
Asset Protection Society - Advisors | Stephen P. Donaldson, 11 June 2010 [cached]
Steve Donaldson Asset Protection Society - Advisors | Stephen P. Donaldson
Stephen P. Donaldson
Stephen P. Donaldson serves as Chairman of the Board of Fortress Family Office Group, LLC. Since his graduation from Wayne State University in Detroit in 1967, Mr. Donaldson has been immersed in the financial services business both in the U.S. and abroad. Over the last forty years, Mr. Donaldson has co-founded two trust companies and three insurance companies, all of which are successfully engaged in business today. Over the last decade he has become widely known as one of the leading proponents of coordinating U.S. planning techniques with the utilization of international planning strategies to solve tax and asset protection problems. As one of the founders of Fortress, Mr. Donaldson's business model seeks to provide to families with $5 - $150 million, the same level of coordinated and comprehensive planning normally reserved for much wealthier families. He has lectured around the world on a wide variety of subjects, including Internal Revenue Service and U.S. Treasury Department requirements in international planning.
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