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.
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
5 Essex Square, Suite 3A
Essex, CT 06426
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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