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Sarah Moore
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Work Experience
Aug 2018 - Present · 6 years and 5 months
President
Aug 2022 - Present · 2 years and 5 months
Vp Of Client Experience & Director Of Financial Planning
Jan 2021 - May 2022 · 1 years and 4 months
Director Of Financial Planning & Portfolio Manager
Aug 2018 - Jan 2021 · 2 years and 5 months
Company Details
Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: 20 NW 1st St#500, Evansville, IN 47708. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
Year Founded
1995
Social Media
LinkedinFacebook
Industry
Investment Management
HQ Location
20 NW 1st St Suite 500 Evansville, Indiana 47708, US
Keywords
Financial AdvisingWealth & Investment ManagementFinancial PlanningFoundations & EndowmentsRetirementFree consultationsAvailable by appointment
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