Ellen Donahue, CHFC®

Ellen Donahue, CHFC®

Financial Planner
Financial Representative

Creative Financial Group
100-P West Rockland Road
Montchanin, DE 19710

Phone: (302)397-0019
Fax: (302)429-1999
Mobile Phone: (302) 393-1064
E-mail:

Educational Background

  • The American College, graduate
  • BSM, Cum Laude, Finance & Spanish, Tulane University, New Orleans, Louisiana
  • Universidad de Sevilla, Seville, Spain
  • Investment Advisor Representative, New England Securities
  • Series 7,66 Securities Registration

Professional Background

  • Vice President, Marketing Strategies, Bank of America, Wilmington, DE
  • Management Development Program, MBNA America, Wilmington, DE
  • McNew Pelican Hedge Fund, EUR/USD Foreign Exchange Currency Trader, New Orleans, LA
  • Registered Representative, New England Securities
  • Investment adviser Representative, New England Securities

Professional Services

  • Family Legacy Strategies
  • Business Succession Strategies
  • Estate Conservation Strategies
  • Personal Financial Analysis
  • Retirement Funding Strategies
  • Wealth Accumulation Strategies
  • Wealth Distribution / Tax Strategies
  • Life Insurance, Disability Income Insurance, and Long-Term Care Insurance Strategies
  • College Education Funding Strategies
  • Executive Compensation Plans
  • Charitable Giving Strategies

Volunteer Organizations

  • Delaware Breast Cancer Coalition
  • Variety – The Children’s Charity
  • Wilmington Jaycees


If you are like many of our successful clients, you are finding life increasingly more complicated.  Success seems to bring with it more financial decisions and issues, and requires more of your time.  It is easy to lose sight of your goals when you are plowing through piles of paper and details.

The Creative Financial Group is one of the region’s largest financial services firms.  With over three decades of experience, we have a proven record of helping our clients achieve personal financial goals.

The experience and success we’ve had has led us to utilize a process that we call the Wealth Navigator System™.  This system helps to guide you to a clearer vision of your financial future and chart a strategic roadmap to get there.  We act as your advocate, a quarterback who works for you to help organize, simplify, and coordinate a strategy to accomplish your financial objectives and help you escape what we have come to understand as the “success complexity trap”.