AO Wealth Advisory

Jose Leon III is a CFA® charterholder with experience at Principal Financial Group, Security Benefit, and Minnervas before joining AO Wealth Advisory. He has worked in the financial industry since 2013. AO Wealth Advisory serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations by providing financial planning, personalized investment management, and consulting. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and strategies including option writing to build customized portfolios, managing accounts primarily on a discretionary basis.

Daycen Douglass is a financial advisor at AO Wealth Advisory with a Series 65 credential and four years of industry experience. His prior work includes positions at Fareway Stores and Menards, as well as over a decade at Union Community Schools. AO Wealth Advisory serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing financial planning, personalized investment management, and consulting services. The firm employs a combination of fundamental and technical analysis along with quantitative modeling to build customized portfolios and typically manages accounts on a discretionary basis.

Adam Obrecht is a CFP® with 26 years of industry experience, currently serving as an advisor at AO Wealth Advisory. He has worked with the firm since 2010 and previously held roles at Broker Dealer Financial Services Corp. and Investment Advisor Corp. He serves as a board member for the Financial Planning Association, contributing to membership activities. AO Wealth Advisory provides financial planning, investment management, and consulting services to individual investors, retirement plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative modeling to create customized portfolios and serves clients through discretionary and non-discretionary arrangements.

Eric Williams is a financial advisor with AO Wealth Advisory in Urbandale, IA, holding a Series 65 credential and nine years of industry experience. He previously worked at Investment Advisors Corp for two years before joining AO Wealth Advisory, where he has been since 2017. Outside of advising, Williams is involved in writing and marketing through his site Words of Williams and is affiliated with the You Need a Budget platform. AO Wealth Advisory serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations by providing financial planning, investment management, and consulting services. The firm employs a combination of fundamental and technical analysis along with quantitative modeling to create customized portfolios, managing accounts primarily on a discretionary basis.