Donna Jean Murr
Gestor de Cartera-Acciones en Orgel Wealth Management LLC .
Perfil
Ms. Donna J.
Murr is a Senior Relationship Manager & Principal at Orgel Wealth Management LLC.
She leads the Firm’s comprehensive financial planning team.
Ms. Murr provides investment portfolio management and personalized financial and tax planning services to our clients.
She has over 38 years of experience in financial, retirement, estate, college saving and tax planning.
Prior to joining Orgel Wealth Management, Ms. Murr served as a senior wealth advisor for a national wealth advisory firm and as a tax manager.
She earned her Bachelor of Business Administration degree in accounting from The University of Wisconsin – Eau Claire, graduating with honors.
Cargos activos de Donna Jean Murr
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Orgel Wealth Management LLC
Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gestor de Cartera-Acciones | 01/08/2014 |
Formación de Donna Jean Murr.
University of Wisconsin-Eau Claire | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas privadas | 1 |
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Orgel Wealth Management LLC
Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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