Advisor at Woodgreen Advisory, LLC
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Firm
Woodgreen Advisory, LLC
Location
Matthews, NC
Credentials
CFP®, ChFC®, Series 63
Industry experience
18 years
Robert Donovan is a financial advisor with WoodGreen Advisory, LLC in Matthews, NC. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to founding WoodGreen Advisory in 2021, he worked at Alphastar Capital Management LLC and has been managing Compensation Consultants, LLC since 2012, where he is also a licensed insurance agent selling life insurance and fixed annuity products. WoodGreen Advisory offers portfolio management and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and provides customized Investment Policy Statements, with regular portfolio monitoring and referrals to third-party managers when appropriate.
Matthews, NC
North Carolina
WoodGreen Advisory LLC
2021 - Present (5 years)
Alphastar Capital Management LLC
2018 - 2019 (1 year)
Compensation Consultants, LLC
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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