E McDonnell, CRPC

As a Financial Advisor for over 42 years, I have worked with a select group of individuals and small business owners to help meet their financial needs through customized wealth planning solutions. I worked for Merrill Lynch for 27 years, prior to joining Wells Fargo Advisors in 2010. I hold a bachelor?s degree in History and English from Claremont McKenna College and an MBA from The American Graduate School of International Management. I have also earned the Chartered Retirement Planning CounselorSM, or CRPC?, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. My mission has been to help people build, manage, preserve, distribute, and ultimately transfer wealth. I am a dedicated retirement adviser helping people with 401(K) and other retirement plans. During my lengthy career assisting people with all their financial goals, I have been along side my clients helping them weather all kinds of economic cycles, including periods of severe financial stress. I?d consider it an honor to do the same for you. My wife, Rosetta and I, live in Prescott. I am a past board member of Yavapai Big Brothers Big Sisters. We are active members of The Prescott YMCA and ESpire Pickleball club.