Congratulations to Jack O’Donnell on his promotion to Associate Wealth Advisor
Please join us in celebrating Jack’s new role as Associate Wealth Advisor. Jack has worked in support of the the Financial Planning department since coming to HoyleCohen in 2018. As such he has worked directly with Planners and Wealth Advisors to fulfill the planning needs of HoyleCohen clients and prospective clients. He is involved in the planning process from beginning to end, and works both with clients directly as well as with planning software to create planning deliverables. Jack is well-versed in analyses relating to client cash flows, tax and estate planning, investments and stock options, risk management, retirement and education funding.
In his new role as Associate Wealth Advisor, Jack will interface with and support individual client relationships more directly.
Jack is a great asset to the HoyleCohen team, often leading informational sessions for the staff and always willing to help in any way.