Donovan A. Davis, CFP®
Co-Founder and CERTIFIED FINANCIAL PLANNER™
As a registered representative with LPL Financial, Donovan researches and constructs portfolios to match each individual client’s needs and risk tolerance. In addition to client portfolio management and monitoring responsibilities, Donovan advises on estate planning, asset protection strategies, and other complex IRA distribution strategies*.
Donovan carries the professional certification CERTIFIED FINANCIAL PLANNER™ through the CFP Board of Standards, which helps indentify financial planners who are committed to competent and ethical behavior when providing financial planning. While anyone can call themselves a financial planner, only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification mark. Donovan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience, and ethical requirements.
In his spare time, Donovan loves spending time with his six children. Donovan enjoys most things outdoors like hunting, running and other sports like tennis and golf; he also likes spending time with friends and family.
*No strategy assures success or protects against loss