Carrie McDonnell is a One Day In July Financial Advisor located in Rochester, VT.
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, 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.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
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