Elizabeth O'DonnellCRD Number: 4503842
Current Firm: Voya Financial Advisors, Inc.
Compensation Model: Both
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
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.
Meridian Wealth Management LLC
|Voya Financial Advisors||Denver, CO||Sep 2014 - Current||6|
|Cat Eye LLC||Denver, CO||Jun 2011 - Current||9|
|O'donnell Wealth Management||Denver, CO||May 2008 - Current||13|
|Ing Financial Partners||Denver, CO||May 2006 - Sep 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management16,833MILLIONS
Total Number of Accounts74,829ACCOUNTS
Average Account Value$224,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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