Shane O'Dell Email & Phone Number
Senior Vice President of Wealth Management
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Shane O'Dell Location
- Fort Walton Beach, FL, US
Shane O'Dell Work
- 2006 -now Senior Vice President of Wealth Management @ Merrill Lynch/ McGovern, O'Dell & Associates
- 2004 -2006 Mortgage Consultant @
Shane O'Dell Education
- Cazenovia College
B.S. (Business Management)
1998-2002 -
(C(k)P® Designation in collaboration with TRAU (The Retirement Advisor University)
- Boston University Institute of Finance
Certificate of Financial Planning (Finance and Financial Management Services)
Shane O'Dell Skills
- Series 7
- Mortgage Lending
- Retirement Planning
- Investments
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Retirement Plan Consulting
- 401k
- Qualified Retirement Plans
- 401k Rollovers
- Asset Managment
- High Net Worth Individuals
- Wealth Management
- ETFs
- Investment Management
- Separately Managed Accounts
- Bonds
- Life Insurance
- Wealth
- Portfolio Management
- Long-term Care
- Certified Financial Planner
- Insurance
- Commercial Lending
- Investment Advisory
- Investment Strategies
- Residential Mortgages
- Wealth Management Services
- IRAs
- Financial Services
- Finance
- Commercial Mortgages
- Variable Annuities
- Financial Planners
- Commercial Banking
- Mortgage Banking
- Wealth Accumulation
- Refinance
- Fixed Income
- Personal Financial Planning
- Real Estate Financing
- Long Term Care Insurance
- Equities
- Succession Planning
- Defined Benefit
- Uniform Combined State Law
Shane O'Dell Summary
- Shane O'Dell, based in Fort Walton Beach, FL, US, is currently a Senior Vice President of Wealth Management at Merrill Lynch/ McGovern, O'Dell & Associates. Shane O'Dell brings experience from previous roles at Wells Fargo. Shane O'Dell holds a 1998 - 2002 B.S. in Business Management @ Cazenovia College. With a robust skill set that includes Series 7, Mortgage Lending, Retirement Planning, Investments, Retirement and more. Shane O'Dell has 1 emails and 1 mobile phone numbers on RocketReach.
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