Donald
W. Angel, CFP®, is an LPL-registered representative
with Cottrill, Arbutina Wealth Management Group, LLC.
He is member of a team that manages investments for
clients who are residents of 20 states.
Mr.
Angel is a registered representative with, and offers
securities through LPL
Financial. Member FINRA
/ SIPC. LPL Financial
is an independent financial services firm which offers
the actual securities and advisory services once clients
have made decisions about their accounts.
Mr. Angel previously was a financial advisor and investment
specialist with the Penn Mutual Life Insurance Company
in Pittsburgh. While there, he implemented advanced
financial planning concepts for clients, and motivated
and directed other insurance agents with their clients'
investment planning.
Earlier,
Mr. Angel served as a financial advisor for the Pittsburgh
office of American Express Financial Advisors. In
this role, he analyzed clients' financial concerns
and objectives, and helped determine and implement
strategies to pursue their financial goals.
Active in the community, Mr. Angel is a member of
the Rotary Club of McMurray, where he helps raise
funds for both local and worldwide philanthropic organizations.
He also has volunteered with Career Literacy for African
American Youth (CLAAY), a program of Duquesne University's
Institute for Economic Transformation that involves
one-on-one career mentoring, academic tutoring, and
programming.
Mr. Angel received his bachelor's degree in finance
in 2000 from the Smeal College of Business at the
Pennsylvania State University. As an undergraduate,
he served in an internship with Rosewood Capital Partners
in Pittsburgh, where he developed hands-on experience
with corporate finance, estate planning, investments,
portfolio management, merger and acquisition projects
and investment banking finance.
He resides in Peters Township with his wife and two
children.
