Samuel O'Donnell - Morgan Stanley

We help our clients make informed decisions with their investments so they can enjoy financial independence and personal freedom.

Understanding your unique financial needs and aligning the resources to execute a customized strategy that is precisely your own. Acting as your personal estate and legacy planning CFO.

My first and primary focus is on my clients: to help meet and exceed their goals, whether it be retirement living needs and income; socially conscious investing; health care and long term care needs; paying for college or potentially taking that amazing trip you have always dreamed of...