Gerry Donovan is a Wealth Management Advisor with the Northwestern Mutual.

Gerry understands that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, he works with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision and working towards achieving results.
 
Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.
 
Risk Management: The foundation of the financial pyramid in which you protect that which you can least afford to lose--your earning power.
 
Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children's education, retirement funding, or a future financial need.
 
Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.
 
Life's complexities leave little room for "standard" approach, so Gerry Donovan prefer uses a four-step approach in working with clients:
  • ·          Get to Know Clients
  • ·          Analyze Needs
  • ·          Identify Solutions
  • ·          Keep in Touch
Gerry Donovan relies not only on his own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network. Together, they can provide the guidance clients need to start down the path to financial security.
 
 

My Mission

As a Northwestern Mutual Wealth Management Advisor, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 

Gerald J Donovan, CLU®, CLTC

Wealth Management Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck