Timothy O'Donnell
First Vice President, Wealth Management,
Financial Advisor
Direct:
(701) 492-2417(701) 492-2417
Toll-Free:
(800) 786-6770(800) 786-6770
My Mission Statement
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that can help meet your goals.
Timothy O'Donnell
Originally hired in 1997 by Dean Witter, I’ve been witness to our merger with Morgan Stanley and now with Smith Barney. Over the years I have seen a lot of changes in the industry and in the markets. This allows me to bring knowledge, based on these experiences, to my clients’ unique situations. With the help of my loyal clients I was promoted to First Vice President in 2022.
In addition to my work with the firm I’ve also stayed active in many church and non-profit activities. Sports are a big part of my life and have been for many years. During the time my children were growing up I was privileged to coach both of them in baseball and in softball. I also spend time in the fall and the spring hunting in the Minnesota woods. My wife, Nancy, and I live in Park Rapids, MN. We have two grown children and three grandchildren
In addition to my work with the firm I’ve also stayed active in many church and non-profit activities. Sports are a big part of my life and have been for many years. During the time my children were growing up I was privileged to coach both of them in baseball and in softball. I also spend time in the fall and the spring hunting in the Minnesota woods. My wife, Nancy, and I live in Park Rapids, MN. We have two grown children and three grandchildren
Securities Agent: MO, ND, WI, UT, DE, CO, SD, FL, TX, MN, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265149
NMLS#: 1265149
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards
AWARDS
2013-2023 Five Star Wealth Manager Twin City Business Magazine
DISCLAIMER
2013-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com 2013-2023. These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2023 Award - 03/14/22 - 10/18/22
2022 Award - 03/29/21 - 10/08/21
2021 Award - 03/30/20 - 10/23/20
2020 Award - 03/01/19 - 10/25/19
2019 Award - 03/23/18 - 10/23/18
2018 Award - 02/23/17 - 10/13/17
2017 Award - 02/25/16 - 10/14/16
2016 Award - 04/17/15 - 10/14/15
2015 Award - 04/17/14 - 10/14/14
2014 Award - 04/17/13 - 10/14/13
2013 Award - 04/17/12 - 10/14/12
DISCLAIMER
2013-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com 2013-2023. These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2023 Award - 03/14/22 - 10/18/22
2022 Award - 03/29/21 - 10/08/21
2021 Award - 03/30/20 - 10/23/20
2020 Award - 03/01/19 - 10/25/19
2019 Award - 03/23/18 - 10/23/18
2018 Award - 02/23/17 - 10/13/17
2017 Award - 02/25/16 - 10/14/16
2016 Award - 04/17/15 - 10/14/15
2015 Award - 04/17/14 - 10/14/14
2014 Award - 04/17/13 - 10/14/13
2013 Award - 04/17/12 - 10/14/12
Education
- 1986 B.S. Degree from the University of Minnesota
Experience
1997 - present: All with Morgan Stanley*
I was hired by Dean Witter who merged with Morgan Stanley who merged with Smith Barney
I was hired by Dean Witter who merged with Morgan Stanley who merged with Smith Barney
Client Service Team
Jennifer Nelson - Financial Planning Specialist, Senior Registered Client Service Associate
Phone:
(651) 472-8084(651) 472-8084
Email:Jennifer.Nelson@morganstanley.com
Jenny has been in the financial services industry since 1994 and has accumulated a wealth of knowledge that benefits the individuals and families she works with every day. Despite her extensive experience, Jenny is a perpetual learner always looking for ways to expand her base of knowledge. This likely stems from her core desire to help people – the more she knows, the more she can help. Jenny is a tremendous listener and truly cares for people; as the primary person responsible for operations on the team, her skills are invaluable.
*Disclaimer: This role cannot solicit or provide investment advice
*Disclaimer: This role cannot solicit or provide investment advice
Melissa Korman - Financial Planning Specialist, Assistant Vice President, Wealth Management Associate
Phone:
(651) 472-8090(651) 472-8090
Email:melissa.korman@morganstanley.com
Melissa has been in various roles in the industry since 1994. Her vast experience and education are vital resources to both clients and members of our team. Melissa is the primary financial specialist on the team, which means she helps in areas such as lending, tax, estate, trust, and insurance. She is well versed in helping individuals, families, real estate professionals, business owners, and trustees. Melissa is a detail orientated person and is relentless when it comes to finding solutions. In a complex industry, with an ever changing landscape, these skills are essential for situations requiring holistic advice
*Disclaimer: This role cannot solicit or provide investment advice
*Disclaimer: This role cannot solicit or provide investment advice
Location
2000 44th St South
Ste 402
Fargo, ND 58103
US
Direct:
(701) 492-2417(701) 492-2417
Toll-Free:
(800) 786-6770(800) 786-6770
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Timothy O'Donnell today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)