Understanding

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.