Carrie McDonnell is a Fiduciary Financial Advisor who works with clients on a variety of account types including (but not limited to): Traditional and Roth IRAs, individual and joint brokerage accounts, trust accounts, inherited retirement accounts, non-profit and business brokerage accounts, and workplace retirement plans.
One Day In July was named the Best VT Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards.
Pictured here are financial advisors Katie Bensel, Nancy Westbrook, Carrie McDonnell, and Hans Smith.
One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on April 10, 2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers.
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.
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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