David O'Donnell

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

713-853-0804 | Email |
713-651-3366

Value Statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Qualifications

I have been involved in the financial services industry for over 25 years. During that time I have taken and passed my series 7, 63, 65, 9, 10 and 31 exams. I graduated in 1990 from Texas A & M with a Bachelor’s degree in Finance. While at RBC Wealth Management, I have earned membership into the President's Council and the Preferred Portfolio Management designation.

Personal

I live in Houston with my wife, Tara, and my two boys, Matthew and Michael. I enjoy Golf, Cycling and Camping with my boys.