January 2021 – Please join us in congratulating Jack O’Donnell on his recent promotion

We are pleased to announce the promotion of Jack O’Donnell, CFP® to Financial Planning Manager & Associate Wealth Advisor. Since 2018 Jack has been working to build out the firm’s Planning Department and has been instrumental in partnering with the firm’s Wealth Advisors to deliver ongoing financial planning and investment management for our clients while leading the financial planning initiatives and research for the firm. He will now directly oversee the financial planning team and capabilities across all locations.

Jack also continues to drive towards his longer-term Advisory career goals through supporting and learning from Senior Advisors, and continuing his educational path in this field.

Please join us in congratulating Jack on his promotion and welcoming him to the management team.

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