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Cfp® Brandon Roop

VP of Investment Advisory & Sr. Investment Advisor at Donaldson Capital Management

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Email Email: b****@dcmol.com

phone noPhone Number: (***)-***-****

Our Why is to Shepherd clients and their family legacy to a lifelong journey of impactful living and financial peace.

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DONALDSON CAPITAL MANAGEMENT

DONALDSON CAPITAL MANAGEMENT

  • description Description
    Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investme...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Donaldson Capital Management Org Chart and Mapping

Employees

Jodie Chapman

First Impressions Manager

Greg Donaldson

Director of Portfolio Strategy

Marty Coursey

Associate Investment Advisor

Matt Bernhardt

Senior Trading Specialist

Jenna Wasson

CRM System Administrator

Stephanie Bonenberger

Centralized Client Services Team Lead

Sandra Goad

Billing & Portfolio Accounting Specialist

Frequently Asked Questions Regarding Cfp® Brandon Roop

Answer: Cfp® Brandon Roop works for Donaldson Capital Management as VP of Investment Advisory & Sr. Investment Advisor

Answer: Cfp® Brandon Roop’s role in Donaldson Capital Management is VP of Investment Advisory & Sr. Investment Advisor

Answer: Cfp® Brandon Roop's email address is b***@gmail.com

Answer: Cfp® Brandon Roop's business email address is b****@dcmol.com

Answer: Cfp® Brandon Roop’s direct phone number is (***)-***-****

Answer: Cfp® Brandon Roop works in the industry of: Investment Management

Answer: Cfp® Brandon Roop is the current VP of Investment Advisory & Sr. Investment Advisor at Donaldson Capital Management.... Read More

Answer: Cfp® Brandon Roop works Donaldson Capital Management located at 20 Nw 1st St, Evansville, Indiana, 47708, United States

Answer: Donaldson Capital Management's VP of Investment Advisory & Sr. Investment Advisor is Cfp® Brandon Roop

Answer: Cfp® Brandon Roop contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@dcmol.com

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