Donovan has spent the last 27 years as an advisor with Waddell & Reed. He obtained the Certified Financial Planner™ certification from the College of Financial Planning in 2012. He also holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning.
The CFP® mark, or CERTIFIED FINANCIAL PLANNER™ certification identifies those individuals who have successfully completed financial planning coursework and have passed the CFP® Certification Examination.
The Chartered Retirement Planning counselor or CRPC® designation is one of the nation's premier retirement planning credential and covers various aspects of the retirement process.
Securities Exams: Series 6, 7 , 63, 66
Donovan works with both individuals and business owners in developing asset accumulation and wealth management strategies, as well as helping clients with retirement income solutions. He also helps clients with insurance planning, Medicare Planning and Social Security claiming strategies.
Donovan, his wife Heather, and their four sons, enjoy spending time in the outdoors mountain biking, rock climbing, skiing, hunting and backpacking. Donovan has been involved with the Minden Rotary Club for many years and serves on the Board. He also volunteers his time coaching football and baseball.
Waddell & Reed is not affiliated with any of the organizations listed herein. 08/18