The roots of O'Donnell Wealth Management go back over 20 years to a small lawn mowing and snow shoveling business in the early 1990s. The idea was simple: perform a valuable service for your customers, go above and beyond their expectations, and earn their trust by the quality of the work you do.
Today, O'Donnell Wealth Management operates the same way. We are here to earn your trust by striving to provide top-notch service. Our aim is to form strong, life-long relationships to help you pursue your financial goals.
Maintaining a strong work ethic and caring for people are attributes foundational in each of our upbringings and continue to drive our work today. Read below for a few more details on each of our backgrounds.
Jeffrey O'Donnell, LPL Financial Advisor
Following graduation from Rushford-Peterson High School, Jeffrey continued his education at Winona State University, where he earned a Bachelor of Science in finance with a minor in economics while also playing basketball and football for the Warriors and participating as a member of the Student Athlete Advisory Committee. A college internship in Merchants Bank's Finance Department led Jeffrey to discover a passion for helping people through financial planning. After college, he was an assistant to an independent financial advisor until starting his own independent practice in 2007.
Jeffrey and his wife, Chelsea, raise their four children in Rushford, where he has served with the Rushford Volunteer Fire Department since 2009. Jeffrey has been president of the Southeast Minnesota Quality Deer Management Association and a board member of the Rushford Community Foundation. When time permits, Jeffrey enjoys being in the outdoors, scouting and hunting deer and turkeys.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Shannon Meier, Administrative Assistant
Shannon has worked part-time at O'Donnell Wealth Management since 2015. She graduated from Western Technical College as a paralegal and worked in a law office for nearly three years before starting with O’Donnell Wealth Management to assist Jeffrey with office operations and customer service. Shannon and her husband live in Rushford with their three children. When not in the office, she enjoys being in the outdoors, spending time with her family and friends, helping with community and church activities, and running her photography business, Shannon Meier Photography.
Check the background of the investment professional associated with this site on FINRA's BrokerCheck.
About LPL Financial
To transact business and help preserve our clients’ assets, O’Donnell Wealth Management has a relationship with LPL Financial.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, CA, IA, KY, MN, TX, WI
Licensed to sell insurance products in the state of MN.