Securities America Welcomes Dallas-Area Firm Led by 23-Year Veteran CFP Advisor
"There were three primary determinants in my decision to move the firm," Donovan said. "Those were a stronger technology platform, robust support in independent product research analysis, and an opportunity for establishing continuity planning for myself and my clients."
While Securities America provides the technology platform and product research/support Donovan wanted for offering an even broader array of products and services to his clients, the business continuity aspect was addressed through the local branch he affiliated his practice with, Navigation Financial Services.
Donovan had previously met Clyde Wyatt III, managing director of Navigation Financial Services, through shared industry organization activities. That relationship provided an opportunity for addressing Donovan's continuity planning concerns and desires, allowing him to remain independent and have a local branch to partner with for ensuring uninterrupted quality service to his clients if anything were to happen to him.
Donovan joined Securities America from Lincoln Financial Advisors, where he had been providing comprehensive wealth planning and management services to his clients for the past 12 years.
Donovan graduated from The University of Texas at Austin in the Business Honors Program with a BBA in Finance in 1984. He holds the Certified Financial Planner CFP© Certification and the Chartered Retirement Planning Counselor CRPC© designation, as well as the Series 6, Series 7, Series 63 and Series 65 securities licenses and the Group 1 Life/Health insurance license.
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 2,000 independent advisors and $55 billion in client assets.
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Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Navigation Financial Services and Securities America are unaffiliated. Longhorn Wealth Management Group and Securities America are unaffiliated.