Broker Check
Bill O'Donnell

Bill O'Donnell

President & Wealth Manager

As a financial advisor for about 25 years, I've focused on developing caring relationships with my clients. Understanding people's needs and concerns is crucial, as is teaching them techniques and strategies to reduce stress and make their life goals attainable. 

My passionate love for this work invigorates me - helping people eliminate financial stress has become a ministry for me. It allows me to apply God-given talents in ways that tangibly improve people's lives. 

Service to others drives me, whether it's my military career, community service through Kiwanis and Veterans of Foreign Wars, or my church.