Stephen P. O’Donnell Jr., CEP®
Chief Compliance Officer
Stephen has been dedicated to a life of service for 18 years. He served as a U.S. Marine NCO, a U.S. Army Infantry Staff NCO and a Police Supervisor. He completed multiple deployments to both the middle east, to include both Iraq and Afghanistan. Stephen is honored to continue that service, working as a fiduciary to O’Donnell Wealth Management’s many clients throughout the country.
Stephen Initially began working in financial services in 2010. Upon completing service with the U.S. Marine Corps, he joined O’Donnell & Associates. After completing the required financial studies and licensing exams, his financial career was put on hold, as he was called back to active-duty with the “Fighting 69th” of the New York Army National Guard.
In 2022, Stephen was presented with an offer to join the family business. He accepted that offer and joined O’Donnell Wealth Management in January of 2023. In addition to his role as a Financial Advisor, Stephen currently serves as the Chief Compliance Officer for O’Donnell Wealth Management. In that role, he is responsible for overseeing the firm’s compliance with outside regulatory and legal requirements as well as internal policies and bylaws.
Stephen is also recognized by the National Institute of Certified Estate Planners (NICEP) as a Certified Estate Planner™ (CEP®). The CEP® certification is based on a broad and comprehensive estate planning education and qualifying examination, and must be maintained annually by way of continuing education in estate planning and adherence to practice guidelines, as well as the NICEP professional code of ethics. Stephen takes a great interest in the practice of estate planning and stands ready to assist with the efficient and orderly transfer of wealth.
Outside of the office, Stephen maintains an active Peace (Police) Officer certification in the State of Wyoming and occasionally assists the Town of Jackson P.D. in that capacity. He is a life member of the Veterans of Foreign Wars, a former Vice President of the Fraternal Order of Police Jackson Hole Lodge #17, and currently the 2nd Vice Commander of the Jackson Hole American Legion Post #43.
Steve Jr. and the family.