Our Team

 



Andy O'Dell - Principal Securities Registered Representative

716-710-4753

Odell.andrew@principal.com

Andy joined our team in 2019 where he has taken over the processing of all new investment business, trading, and investment client servicing. He brings over 16 years of financial services experience to the team and has worked in all areas of the investment world including sales, operations, trading, and service. 

 

Having worked for all of the big local financial groups such as First Niagara, M&T, and HSBC, Andy brings a broad range of experience in the financial industry. His intimate knowledge of the inner workings of the banking and investment worlds helps bring to the team a blend of strong interpersonal skills, product knowledge, and compliance-minded ethics. 

 

Licenses/Certifications:

 

       • FINRA Series 6

       • FINRA Series 7

       • FINRA Series 63

       • FINRA Series 65

       • NYS Life, Accident & Health

 

 

 

 


 

Caroline Morrell - Life Insurance Professional

 

716-710-4752
Morrell.caroline@principal.com

Caroline joined our Team in February of 2013.  She has over 25 years of administrative experience in manufacturing and retail.  Most recently, her concentration was as a New Business Analyst at MetLife.

As our Life and Administrative Specialist, Caroline services and processes protection products such as Life, Disability and Long Term Care Insurance.  She is also responsible for administrative aspects that help our office run smoothly and efficiently.

Licenses/Certifications:

  • Life/Health Insurance license