Donovan Mufdi,
CFP® Financial Advisor, RJFSDonovan joined Winter Park Wealth Group (WPWG) in 2022, bringing nearly two decades of experience in financial services. He values the ability to deliver personalized strategies supported by the comprehensive resources offered by Raymond James.
Prior to his current role, Donovan served as a financial advisor with Edward Jones from 2015 to 2022 and with SunTrust Investment Services beginning in 2005. He has been helping individuals and businesses pursue their financial goals since 2003. Donovan earned a Bachelor of Arts degree from the University of Florida in 2002 and the Certified Financial Planner® certification in 2015.
A longtime resident of the Orlando area, Donovan is a firm believer in giving back to the community where he lives and works. He serves as an active advocate for local schools and is a member of the Orlando Rotary. He and his wife, Theresa, have two sons, JD and Ben.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with and does not endorse the above organizations.
