John Donovan, CFP®, CRPC®
President & Comprehensive Wealth Planner
John graduated from The University of Texas at Austin Business Honors Program with a BBA in Finance in 1984. He immediately entered the financial services industry (initially in commercial banking) and has remained in the financial services business ever since. In 1991, John made the transition from banker to financial advisor and began building his own private practice, originally affiliated with The MONY Group. In 2002, John affiliated his practice with Lincoln Financial Advisors, and earned his CFP certification and CRPC designation during his 12 years there. In 2014, John created his own firm, Longhorn Wealth Management Group, and affiliated the firm with Securities America Inc. as the chosen Broker/Dealer partner to support his long-range growth plans for the firm.
In his more than 30 years in practice, John has earned The Million Dollar Round Table recognition within his industry and won numerous Broker/Dealer awards for outstanding performance and client service. John has also been an instructor with Brookhaven College's Workforce & Continuing Education Department, teaching financial planning and retirement planning courses there from 1994-2010. More recently, John has been a guest lecturer at The University of Texas at Dallas Jindahl School of Management. John holds the CERTIFIED FINANCIAL PLANNER™ certification and the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation as well as Series 7, 63 & 65 Securities Registrations and the General Lines Agent (Life, Accident & Health) Insurance License.
John has been married to his wife, Leasa (also a UT grad), since 1991 and they have two daughters, Hollyn and Chaslyn. They live in Plano and are members of Prince of Peace Catholic Community located there, as well as being active in various civic and charitable organizations. John's most passionate and longstanding charitable endeavor has been his service to the Texas Exes Dallas Chapter, where he originally served on the Board from 1985-1991 and again served on the Board from 2010-2018. In 2010, John also helped co-found The Legacy Group of the Texas Exes Dallas Chapter, an part of the Dallas Chapter geared to engage UT alumni who graduated 20+ years ago to bring their time, talents and treasures to the Texas Exes. John continues to serve as the Vice Chair of the Legacy Group. In 2022, John was appointed to the Collin County LifePath Systems Board, helping lead that organization which serves individuals and families impacted by behavioral health and/or intellectual or developmental challenges, resulting in a stronger and healthier Collin County community.
John Donovan is a registered representative of Securities America Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors Inc.. Longhorn Wealth Management Group and Securities America are separate companies.