Patrick Donovan, CFP®
As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, Patrick recognizes that every client has a different set of objectives and concerns, and he enjoys working with families to help identify those goals and develop a detailed plan to achieve them. His most important advice to clients is, “If you fail to plan, you are planning to fail.”
Patrick Donovan has more than 16 years of experience in financial services. He joined EP Wealth Advisors in 2022 after serving as Managing Partner at Minot Wealth Management, LLC. Patrick also held positions as Vice President, Private Banker at J.P. Morgan and Credit Suisse after beginning his career as a Financial Advisor at Bank of America.
Patrick received a BSBA in Finance from Suffolk University. He holds the CERTIFIED FINANCIAL PLANNER™ professional accreditation from the CFP board.
Patrick and his wife Jaclyn have three children. He enjoys coaching youth athletics in his time outside work.
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