Samuel O'Donnell - Morgan Stanley

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

My mission is to guide you in your quest to achieve and maintain financial independence by providing comprehensive investment and wealth management advice coupled with a high level of service.

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...