Technology, support, and continuity planning solutions netted independent broker-dealer Securities America a Dallas-area wealth management group. John Donovan, President and Founder of Longhorn Wealth Management Group joined the IBD after 12 years with Lincoln Financial Advisors.
According to Donovan, he was looking for a solution to three specific areas of concern.
“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,” said Donovan.
To alleviate the continuity planning concern, Donovan affiliated with nearby Navigation Financial Services, a branch office of Securities America, ensuring that his clients would receive uninterrupted service in the event of his absence.
Donovan holds the Certified Financial Planner (CFP©) certification and the Chartered Retirement Planning Counselor (CRPC©) designation in addition to being FINRA Series 6, 7, 63 and 65 licensed.