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O'Donnell Wealth Management jobs and careers

United States

About O'Donnell Wealth Management

OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest. We bring a thoughtful team approach to our work with individuals, families, business owners, and estate fiduciaries, as well as CPAs and attorneys. And we remain focused on our clients' evolving needs through each phase of the financial life-cycle from wealth accumulation, to preservation, to distribution. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Founded
2013
Employees
1 to 10
Headquarters
United States

Leadership

The top of O'Donnell Wealth Management's org chart, with how many people report into each leader.

EOPhoto of Elizabeth O'Donnell

Elizabeth O'Donnell

President

Jobs at O'Donnell Wealth Management

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