Donna Jean Murr

Gestionnaire de Portefeuille-Actions chez Orgel Wealth Management LLC

Profil

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.

Postes actifs de Donna Jean Murr

Sociétés	Poste	Début
Orgel Wealth Management LLC	Gestionnaire de Portefeuille-Actions	01/08/2014

Formation de Donna Jean Murr

University of Wisconsin-Eau Claire

Undergraduate Degree