Sara Williams

Communications Manager & GIPS Administrator at Donaldson Capital Management - Evansville, Indiana, US

Sara Williams's Colleagues at Donaldson Capital Management
Zachary Chavira

Retirement Plan Advisor

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Andrew Richmond

Trading Specialist

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Alex Spainhoward

Financial Planning Associate

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Ronald Patberg

Senior Portfolio Manager

Contact Ronald Patberg

Jodie Chapman

First Impressions Manager

Contact Jodie Chapman

Sarah Moore

VP of Client Experience & Director of Financial Planning

Contact Sarah Moore

Preston May

Portfolio Manager

Contact Preston May

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Sara Williams's Contact Details
Email (Verified)
***@dcmol.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(812) 421-3211
Location
Newburgh, Indiana, United States
Company
Donaldson Capital Management
Sara Williams's Company Details

Donaldson Capital Management

Evansville, Indiana, US • 85 Employees
Investment Bank/Securities Brokerage

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.

Donaldson Evansville
Details about Donaldson Capital Management
Frequently Asked Questions about Sara Williams
Sara Williams currently works for Donaldson Capital Management.
Sara Williams's role at Donaldson Capital Management is Communications Manager & GIPS Administrator.
Sara Williams's email address is ***@dcmol.com. To view Sara Williams's full email address, please signup to ConnectPlex.
Sara Williams works in the Investment Bank/Securities Brokerage industry.
Sara Williams's colleagues at Donaldson Capital Management are Zachary Chavira, Andrew Richmond, Alex Spainhoward, Ronald Patberg, Jodie Chapman, Sarah Moore, Preston May and others.
Sara Williams's phone number is (812) 421-3211
See more information about Sara Williams