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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Chip Stand Smile

    Charles "Chip" Donovan, CFP®

    Senior Vice President–Wealth Management

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

    Chip is proud to lead The Donovan Financial Group in its goal of providing genuine, client-focused advice & customized investment management.  He believes that every individual, couple, family, business, and situation is inherently different, and therefore demands specialized attention to ensure each and every client goal, need, want, wish & expectation are communicated, discussed, and met. Chip's philosophy behind his business is one he takes incredibly serious. Not only because he feels this is the right thing to do for the right reasons, but also because it is how he was raised and how he was taught about life & business.

    Joining UBS as a Financial Advisor in 2006, Chip came into the business at a very tumultuous time.  He joined his Father, Chuck Donovan, who was in his 33rd year of running an incredible business.  Chuck's reputation in the industry was only surpassed by his presence in the local community; at every turn doing anything in his power to improve and support the local area.  Chuck & Chip worked side-by-side, providing advice and support throughout the Financial Crisis of 2008.  The learning experience was invaluable for Chip, being able to observe, discuss, and manage the business alongside his Father during one of the most volatile & scary times in our recent history.  In early 2009, Chuck was diagnosed with Pancreatic Cancer.  After fighting with all he had, Chuck sadly lost his battle in October that same year.

    Chip stepped into his role at the head of The Donovan Financial Group at 25, and to this day he still hears the advice and teachings of his Dad.  Chip still lives by the principles on which his Father built the business: clients come first, educate everyone as often as possible, empower those around you to be successful, do the right thing for the right reasons, give back often, and above all protect trust, as it takes a lifetime to build, and seconds to lose.

    • 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 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.
    • 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.

    • Gettysburg College, Business: 2002 - 2006
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Wealth Advisor
    Multi-generational families
    Business owners
    Entrepreneurs
    Professionals
    Financial planning
    Retirement planning
    Legacy planning
    Philanthropy
    1337 Tilton Road
    Northfield, NJ 08225
  • John Edgar Profile Photo

    John P. Edgar, CFP®

    Senior Wealth Strategy Associate

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    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • VA

    Immediately following the completion of his undergraduate degree from Gettysburg College, John entered the financial services industry.  For the first 7 years of his career, John advised clients from multiple retail bank locations of M&T Bank in York, Pennsylvania on high level cash management & investment strategies, operating under their Investment Group: M&T Securities.  John's success in advising a high volume of clients across multiple physical locations sharpened his management, organizational & communication skills.  The setting also enabled him to obtain a broad knowledge base of cash management, lending, insurance, banking & securities strategies, which provided him with a unique perspective of the cross-sectional strategic planning capabilities by utilizing detailed daily cash management, debt structuring, insurance protection and advanced investing techniques.  Drawing from this vast knowledge base and constantly contacting his clients yielded strong, personal client relationships that enabled him to impart real, impactful change in his clients' lives by helping them plan for both the present and the future.

    In 2013, John brought this immense skill set to join Chip & UBS, and has not missed a beat since.  John quickly became an integral part of both The Donovan Financial Group and our clients' lives.  He continues to provide exceptional service and in-depth strategical advice that spans all aspects of finance & life, all while building & maintaining incredibly strong relationships with our clients.  John's impact can be seen by the positive effects his advice makes on our clients' lives today, tomorrow, and the rest of their lives.

    John's educational & professional credentials include:

    • B.A. in Economics from Gettysburg College
    • M.B.A. with a concentration in Finance from York College of Pennsylvania
    • Series 7 & 66 securities licenses
    • Life/health/long-term care/variable life/variable annuity insurance licenses
    • The CERTIFIED FINANCIAL PLANNER™ designation

      • Gettysburg College, Business: 2002 - 2006
      • CERTIFIED FINANCIAL PLANNER™
      • Portfolio Manager
      Financial planning
      Education planning
      Long-term care planning
      Retirement planning
      Estate planning strategies
      Investing
      Custom portfolios
      Asset allocation
      1337 Tilton Road
      Northfield, NJ 08225
    • Christina Standing Headshot

      Christina Cannizzaro

      Client Associate

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      • FL
      • IL
      • MA
      • MI
      • NJ
      • NV
      • NY
      • PA
      • SC
      • VA

      Christina started at UBS in January 2018.  Prior to working at UBS, she 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.  Her role as an administrative assistant aided the development of her organizational skills and interpersonal relationships.  Christina has become an integral part of The Donovan Financial Group, and plans to continue to advance her career as a member of the team by building strong and lasting relationships with our clients.

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

      Christina holds her Series 7 and 66 licenses.

            Banking
            Lending services
            Cash management
            1337 Tilton Road
            Northfield, NJ 08225
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          Break the code

          The answer to planning your future

          Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

          Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          Global leader

          UBS is a world-leading wealth manager

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 11/23/2021

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