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Donna Jean Murr
Gestore di Portafoglio-Azioni presso Orgel Wealth Management LLC
Profilo
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.
Posizioni attive di Donna Jean Murr
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | 01/08/2014 |
Formazione di Donna Jean Murr
University of Wisconsin-Eau Claire | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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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