Geoff O'Donnell’s Email & Phone

Geoff O'Donnell Contact Details

Cornelius, North Carolina
President @ The Exodus Group
Youth Sports Coach @ Volunteer
Head Football Coach @ SouthLake Christian Academy
B.A. History, Minor in Economics @ Dickinson College

-Engage high net worth clients with simple to complex financial situations in the True Wealth financial planning process, covering topics such as investment planning, accumulation and cash flow (retirement) planning. -Reviewing client's data to verify/understand client's goals and objectives, taking all assets into consideration; developing a thorough understanding of each client's financial situation and tolerance for market 

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