Rochester, Vermont Financial Advisor

"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 One Day In July Financial Advisor located in Rochester, VT. Carrie has offices in Middlebury, Vermont and Rutland, Vermont.

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

Carrie is available for meetings in person in Rochester Vermont, Middlebury 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.

Learn more about Carrie McDonnell here.