Flynn Mcdonnell Email & Phone Number

Are you passionate about the environment? How about human rights? Do you wish you could make an impact with your investments but are unsure where to start?Investing according to your values and using your capital to incite change is at the core of values-based investing. As a wealth advisor, my job is to educate, empower and engage my clients in their personal finances so that they can live their best lives. Often, part of the equation in helping them achieve their financial goals is determining the values and causes that are most important to them and identifying the ways in which their investments can remain profitable while staying in alignment with those values. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals, future plans and what causes they care about most. I then tailor a custom plan to help achieve these goals and aspirations. I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, and how I can help you make an impact, I would love to get in touch.

Listed skills include Alternative Investments, Investments, Investment Management, Equities, and 21 others.