Gerald J. Donovan
Wealth Management Advisor|CLU®, CLTC®
Professional
Gerry Donovan attended the St. John's Preparatory School in Danvers, Massachusetts. He graduated with the class of 1986 and is an active participant in the Alumni Association. Throughout his years at St. John's, Gerry competed on the varsity cross country and track teams.
Following his graduation, Gerry attended Stonehill College in Easton, Massachusetts and graduated with the class of 1990. He was involved in both athletic and philanthropic activities at Stonehill. Gerry was the co-captain of the cross country team and the president of the Ames Society. The Ames Society is an on-campus organization which works to foster the spirit and unity of the student body by devoting its time and resources serving the communities that neighbor Stonehill College.
Immediately after receiving his degree from Stonehill in 1990, Gerry Donovan joined Northwestern Mutual and has strived to provide his clients with the assurance and support necessary to help fulfill and accommodate their financial needs.
Personal
Gerry is a 1986 graduate of St John’s Prep in Danvers, MA and has served on the school’s Planned Giving Committee as well as the Headmaster’s Council to help the school with fund raising and capital campaigns. He is also the proud Father of his son Liam St John’s Prep Class of 23’.
Gerry has supported the Arts in Boston’s North Shore as a College Trustee at the Montserrat College of Art in Beverly, MA from 2014-2017.
Lending a hand in my community.
Gerry Donovan has contributed to many charitable organizations in metropolitan Boston and the North Shore. As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Boston Marathon
In the years of 1997, 1998 and 1999, Gerry participated in the Boston Marathon to raise money for the Make a Wish foundation and the Mass Association for the Blind.
St. John's Preparatory School
In the year of 2008, Gerry was asked to join the Planned Giving Committee of the St. John's Preparatory School. He is a 1986 graduate of St. John's Prep. In the summer of 2008, Gerry was elected Chairman of the Board of Governors of the Little Neck Summer Community in Ipswich, Massachusetts.
Montserrat College of Art
In the spring of 2014 he was elected to the Board of Trustees of the Montserrat College of Art in Beverly Massachusetts.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Designations
CLTC
Certified in Long Term Care
The Certified in Long Term Care(CLTC®) designation is a program independent of the insurance and financial industry and focuses on providing financial professionals the tools they need to meet their clients' long term care needs. The CLTC® program provides a comprehensive education on the subject of extended care planning which intersects with other professions such as financial planning, tax law, home care, government funding, and elder law.
CLU®
Chartered Life Underwriter
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Gerry holds his Series 6, 7, 63, and 65 securities licenses.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
