Stephen P. O'Donnell, Sr. brings over 18 years of Wall Street investment experience to O'Donnell Weath Management in Cody, Wyoming. His resume includes President of O'Donnell & Associates, Vice President and Portfolio Manager at Morgan Stanley, Second Vice President, Branch Manager and Portfolio Manager at Smith Barney and Financial Consultant at Merrill Lynch.
Shana Estes joined O'Donnell Wealth Management as a Financial Advisor in 2017. Her experience includes the Mutual Fund and Bond Desk at Ameritrade and Subject Matter Expert for Retirement Accounts at TD Ameritrade. Shana was resonsible for developing a Pension Protection Act training program at TD Ameritrade before moving to Cody, Wyoming.
SueJean O'Donnell is Stephen's wife of 30 years and the Office Manager at O'Donnell Wealth Management. On board since the start of business in Cody, she brings a wealth of medical administration management experience to the day-to-day operations of the firm.