I started at UBS during my education at Gettysburg College.  I worked side by side with my Father, Chuck Donovan, until sadly we lost him in 2009.  The experience of working alongside my Father and his 32 years of experience for those years was invaluable.  I learned the ins and outs of the markets during the most volatile time period in recent history, which has provided me with precious insights on investing and advising our clients.  Since my Dad passed, I have continued to provide the comprehensive financial planning and value focused investing that he taught me so much about.

Our focus on comprehensive financial planning allows us to make recommendations based on our clients’ entire financial lives.  We incorporate everything from education, retirement, social security, investment and insurance planning to annuities, banking, debt strategies, and estate planning.  This holistic approach allows us a deeper understanding of our clients’ personal situations; therefore our recommendations are much more effective.  We make sure that all parts of our clients’ lives are working together in the right direction and are, most importantly, focused on their needs and goals in life.

I earned my B.A. in Business Management from Gettysburg College.  I hold the series 7 and 66, as well as life, health, long-term care, variable life, and variable annuity insurance licenses.  My deep belief in comprehensive financial planning has also led me to obtain the CERTIFIED FINANCIAL PLANNER ™ certification, which has increased my knowledge of wealth planning strategies to focus on my clients’ needs and goals.

I have lived in Southern New Jersey for my entire life.  My wife, Meghan, and I own our home in the heart of Egg Harbor Twp with our two little girls; Jean Carolyn and Rose Eleanor.  My family, my friends, and my community mean everything to me.  I am currently President of the Community Partnership for Egg Harbor Township Schools, a prior Chair of the Shore Medical Center Stainton Society, a consultant to the Shore Medical Center Planned Giving and Development Commitee, an active member of the Somers Point Rotary Club, and a member of the Somers Point Business Association.

Registered States:
CA, DE, FL, HI, IL, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WI

I have been in the financial services industry for 13 years.  I began my professional career in 2006, immediately following graduation from Gettysburg College. I spent 7 years with M&T Bank's Investment Group in York, Pa, developing a broad knowledge base of the financial industry. Through strong relationships and consistent contact, I have helped clients successfully plan for both the present and the future. I  joined UBS in January of 2013, and have grown as a team member within The Donovan Financial Group.

My educational background consists of a Bachelor's Degree (BA) in Economics from Gettysburg College and a Masters in Business Administration (MBA) from York College of Pennsylvania with a concentration in Finance. I hold both the Series 7 and Series 66 securities licenses, as well as life, health, long-term care, variable life, and variable annuity insurance licenses.  In 2015, I earned my CERTIFIED FINANCIAL PLANNER™ designation.

The community is very important to all of the members on our team.  I am currently on the Board of Trustees for Gildas Club South Jersey, hold a board member position on The Somers Point Business Association, and participate on the planning committee for an event called 'The Right Notes' which benefits The National MS Society.

The Donovan Financial Group emphasizes comprehensive financial planning as the blueprint for our recommendations. This allows us to create a personalized asset allocation within an entire customer portfolio, rather than just a slice of the client's financial pie. We are able to help determine retirement income solutions, build tailored estate plans, help with the overall structure for small business finances, form debt strategies, as well as address many other investment and insurance needs. We believe that building better relationships with our clients will position us to be the best partner when guidance is needed for significant financial decisions.

Registered States:
FL, HI, IL, MA, MD, MI, NJ, NV, NY, OH, PA, SC, VA

I started at UBS in January 2018.  Prior to working at UBS, I worked at Comcast Cable for over 5 years as an Administrative Assistant supporting the Regional Vice President, Senior Director and call center located in Voorhees, NJ.  My role as an administrative assistant aided my development with organizational skills and interpersonal relationships.  I plan to continue to advance my career as a team member of The Donovan Financial Group by building strong and lasting relationships with our clients.

I earned my Bachelor of Arts degree in Communication and Master of Arts degree in Professional and Business Communication from LaSalle University.

I hold Series 7 and 66 licenses.

Registered States:
FL, IL, MA, MI, NJ, NV, NY, PA, SC, VA