Lasting relationships. For all that matters

DFG B&W

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three Business people

Charles "Chip" Donovan, CFP®

Senior Vice President–Wealth Management

Financial Advisor

I began my career with 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, was invaluable.  I learned the ins and outs of this business, how to communicate effectively with our clients, and how to manage a Wealth Management practice during the most volatile time in recent history.  This experience has provided me with precious insights on investing and advising our clients, and how to navigate this world through any type of environment; good, bad, or indifferent.  Since my Father passed, I have continued to provide & develop the comprehensive financial planning and needs-based investing approach that is the backbone of every relationship we have.

Our focus on comprehensive financial planning allows for a deeper concentration on who our clients are as investors, risk takers, friends, family members, spouses, and people.  This connection provides us the insights to make recommendations based on our clients’ needs, wants, and wishes, instead of market returns and geopolitical turmoil. We incorporate everything from education, retirement, social security, investment and insurance planning to annuities, banking, debt strategies, and estate planning. This holistic approach, along with the resources available to us at UBS, allow for a much more comprehensive approach to Wealth Management, making recommendations that are much more effective.  We strive to ensure all parts of our clients’ lives are working together towards a common goal: success.

 

 

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

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Business, Gettysburg College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2279

Email Me