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Philadelphia Estate Planning Council

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William Donovan

Cerity Partners

 

Member profile details

First name
William
Last name
Donovan
Suffix/Designations
CPA
Organization
Cerity Partners
Title
Senior Associate
 

Additional Membership Information

Headshot
Primary Discipline
Investments
Secondary Discipline(s)
  • Financial Planning
  • Insurance
Professional Bio
Will is a Senior Associate in the Pennsylvania office. Serving as a Client Service Associate, Will works directly with clients providing point of contact support on functions like reporting, cash flow and capital call management, and portfolio allocation monitoring.

Will received his Master of Accounting in Financial Analysis and Reporting, as well as his B.A. in Economics from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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