David Donovan

Collegeville, PA

“My objective is to understand my clients’ goals, work within their comfort level, build strong, trusting relationships, and develop a strategic plan that will help them achieve their financial and retirement goals. I begin all of my client meetings by listening to their personal goals, current financial situation, and future plans. Good communication and great service are the keys to developing and maintaining successful long-term relationships.”

A 1984 graduate of St. Bonaventure University, David holds a Bachelor of Science in Business Administration. David worked for 14 years on Wall Street, first as a financial analyst for three years at Dean Witter Reynolds, then as a Vice President at Cantor Fitzgerald, Inc. and Liberty Brokerage. He also worked for over five years as a Business Development professional for eBay, Inc.

David is a Financial Advisor of GWN Securities Inc., an independent registered broker-dealer. He is registered to sell mutual funds and variable annuities and is licensed for life, health, and accident insurance.

David lives in Collegeville, Pennsylvania. In his spare time, he enjoys quality time with his wife and son and playing tennis and golf.

Contact Dave

Contact by Phone
610-630-3394
Contact by Email
Contact by Text
Via MyRepChat: 610-686-7450
Schedule an Appointment
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