Merrill Lynch & Creative Travel are the co-sponsors for the Wednesday Business Mixer of October 15th at 6pm. Everyone is welcome to attend and discover the diversity of local business!
Our sponsors for October 15th are Brad Donovan of Merrill Lynch Wealth Management and Creative Travel.
Brad Donovan of Merrill Lynch Wealth Management moved back to Delaware in 2012 to help executives, families and business owners implement wealth management strategies to achieve their lifestyle goals - from whatever life-stage they are in today, through retirement, and ultimately wealth transfer.
Drawing on more than 25 years of busin
ess experience, and using the Merrill Lynch Goals-Based Wealth Management process, Brad applies a consultative approach to working with clients. After reviewing the client's current financial situation, and understanding their mindset about investing and risk, he assists them in developing a financial expression of the unique and personally meaningful wealth management outcomes they want to achieve. Using these essential client inputs, a customized, goals-based investment strategy is implemented, monitored and periodically reviewed and rebalanced as needed.
As a former business owner for over 10 years, Brad understands firsthand the challenges business owners face in satisfying the financial and time demands of both their business and personal lives. So, in addition to wealth management resources from Merrill Lynch and U.S. Trust, he also offers access to commercial banking and credit resources from Bank of America, N.A. This unique suite of financial services, delivered through personalized attention to the client and their business, offers the possibility for improved business performance, and help integrating the value of the business into the client's personal wealth plan. For more information, please contact Brad at 302.227.5157 (Toll Free 800.487.4518) or at brad.donovan@ml.com or visit his website at www.fa.ml.com/brad.donovan.
Our co-sponsor is Creative Travel, a full service travel agency specializing in trips to Cuba, cruises, vacations, honeymoons, destination weddings and 
trips to all worldwide destinations.
Creative Travel offers the best in customer service. With over 35 certifications in services and destinations, the travel professionals at Creative Travel can plan the best custom package or pre-packaged vacations to exceed your expectations while keeping you below your budget. No matter where you are located in North America, we can provide you with exceptional travel arrangements to just about any worldwide destination. Call us and let us work for you to provide you with the best trip you can have to create ever-lasting memories. We do not charge you any fees to book your complete vacation package! For more information, visit their website at http://www.creativetravelinc.com.
All businesses attending The Wednesday Business Mixer are invited to display business cards, literature and the like on a display table near Viki Dee, who will be hosting the mixers and entertaining.
