Rochester, VT Financial Advisor

Fiduciary Financial Advisor • (802) 767-7665
"I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value."

Carrie McDonnell is a Fiduciary Financial Advisor who works with clients on a variety of account types including (but not limited to): Traditional and Roth IRAs, individual and joint brokerage accounts, trust accounts, inherited retirement accounts, non-profit and business brokerage accounts, and workplace retirement plans.

Carrie McDonnell

(802) 767-7665
carrie.mcdonnell@onedayinjuly.com



Please enter a first name.
Please enter a last name.
Please enter an email address.
Please enter a ZIP code.
Please select an asset level.
1000 characters remaining
Please enter a message.

Carrie is available for meetings in person in Rochester Vermont, Rutland Vermont, Killington Vermont, Chittenden Vermont, Brandon Vermont, and the surrounding area. Carrie is also available for meetings on the phone and on Zoom.

DIFFERENTIATORS
GETTING STARTED
MATERIALS
SERVICES
INVESTING THOUGHTS

v 2.4.67 | © One Day In July LLC. All Rights Reserved.