Robert Donnell, CFP®

Investment Director, Investment Advisor Representative

Rob brings over 15 years of experience as a professional investment advisor, and is a member of the 401k ProAdvisor investment committee. Previously with SunTrust bank and Merrill Lynch Wealth Management, Rob is committed to investment strategies and retirement plan performance for 401k plans and 403b plans.

 

 

Licenses and Designations:

CFP®
FINRA series 7, 66 licenses

Education:

University of Alabama
Bachelor of Arts in Finance, 1987
Georgia State University
MBA, Finance, 1997

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