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Billie O

CFP®, Series 63, Series 65

Jonesboro, AR

Coppell Advisory Solutions LLC

Billie Odom is a CFP® professional affiliated with Coppell Advisory Solutions LLC, with 36 years of industry experience. Prior to joining Coppell Advisory Solutions in 2024, Odom worked at First Community Bank and LPL Financial from 2020 to 2023, Ameriprise Financial Services from 2018 to 2020, and Centennial Bank from 2014 to 2020. Odom also operates Odom Financial Services, a home-based non-variable insurance agency started in 2021. Coppell Advisory Solutions LLC serves a diverse client base including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets using a discretionary investment approach based on internally developed and external asset allocation models, employing a broad range of investment tools and continuous portfolio monitoring.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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