Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Rochester, VT
One Day In July LLC
Team
Carrie Mc Donnell is a financial advisor at One Day In July LLC with three years of industry experience. She holds a Series 65 designation and previously worked for sixteen years at White River Valley Supervisory Union. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.
Based on One Day In July LLC
Based on One Day In July LLC
Flat rate of 0.50% annually for Held-Away and 529 Accounts
$0 - $600,000: 0.75% $600,001 - $2,500,000: 0.50% $2,500,001 - $23,600,000: 0.25% $23,600,001 - $117,800,000: 0.125% $117,800,001+: Negotiable
Account minimum: $60,000 Minimum fee: $1,200 minimum annual Advisory Fee for Custodian-Linked Accounts (other than 529 Accounts)
Rochester, VT
Rochester VT
Advisors at this office
1
Vermont
4 years of industry experience
One Day In July LLC
2022 - Present • 4 years
Burlington, VT
White River Valley Supervisory Union
2006 - 2022 • 16 years
Royalton, VT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Stockbridge, VT
Flagship Harbor Advisors, LLC
Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.
Series 66
Randolph, VT
Edward Jones
Liam Connolly is a financial advisor with Edward Jones in Randolph, VT, holding a Series 66 designation and two years of industry experience. His prior roles include various positions at CU Boulder and Boulder Reservoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Series 66
Randolph, VT
Edward Jones
Brandon Gorman is a Series 66-licensed financial advisor with Edward Jones in Randolph, Vermont. He has seven years of industry experience, including four years at BMG Moving Inc. prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Series 63, Series 66
North Chittenden, VT
Cambridge Investment Research Advisors
Malcolm Mead is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cambridge Investment Research Advisors since 2021, following previous roles at Cambridge Investment Research, Inc. and Fcg Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, tailored to client objectives through a network of independent Financial Professionals.
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