Five Star award winner John Donovan, CFP®, CRPC®

PROFESSIONAL PROFILE

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John Donovan, CFP^®, CRPC^®

President & Comprehensive Wealth Planner

Longhorn Wealth Management Group

1701 Iowa Dr

Plano, TX 75093

Office: 972-707-4900

john.donovan@longhornwealth.net
www.LonghornWealth.net

Professional Approach

John is a 30+ year veteran CFP ® advisor who is the Founder and President of Longhorn Wealth Management Group. He is a proud graduate of The University of Texas at Austin, as are his wife and 6 siblings! It was this rich family UT tradition that led John to brand his firm "Longhorn Wealth" and dedicate the firm to "Providing Total Wealth Management for Texas Alumni, Employees, Family and Friends".

John and his Longhorn Wealth team specialize in providing comprehensive wealth management services for their clients with an emphasis on maximizing tax-efficient retirement income for those clients. Also, while dedicated to serving University of Texas alumni and employees, John and his team support a broad array of clients from all backgrounds and affiliations. The overriding driver of Longhorn Wealth is providing clients with a service level that is structured to support and earn long term client/family relationships that will span multiple generations. John is very proud that they have succeeded in providing that unique service level for over 30 years.

In addition to the Five Star Award recognition you see here, John has earned The Million Dollar Round Table qualification within his industry numerous times as well as recognition from his Broker/Dealer for outstanding performance and client service in both the investment and insurance arenas. John also serves as a guest lecturer at The University of Texas at Dallas Jindal School of Management. John earned both the CERTIFIED FINANCIAL PLANNER™ certification and the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation, as well as the Series 7, 63 & 65 Securities Registrations and the General Lines Agent (Life, Accident & Health) Insurance License.

John has been married to his wife, Leasa, since 1991 and they have two daughters, Hollyn and Chaslyn. They live in Plano, TX (Collin County) 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, the UT alumni organization. John served on the Board of The Texas Exes Dallas Chapter for over 15 years, and is now helping lead the re-launch of The Texas Exes Collin County Chapter. 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 Osaic Wealth, Inc., Member FINRA/SIPC. Advisory Services offered through Osaic Wealth, Inc. Longhorn Wealth Management Group and Osaic Wealth, Inc. are unaffiliated.

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4255 Dallas/Fort Worth-area wealth managers were considered for the award; 342 (8% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,274, 336, 7.9%, 7/1/23, 10/10/22 - 5/5/23; 2022: 4039, 330, 8%, 7/1/22, 9/20/21 - 4/8/22; 2021: 4007, 323, 8%, 7/1/21, 9/21/20 - 4/30/21; 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.