Five Star Professional collected the information for this Award through surveys it conducted.
Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each.
Investment performance is not a criterion.
Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
O'Dell has five children, including a daughter, Lacey O'Dell.
Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.