Donald
Zolfo
Sowell Management
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About this Advisor
Donald Zolfo is a financial advisor based in New Lenox, Illinois, working with Sowell Management. Donald has previously held positions at Wells Fargo Advisors, LLC, 83Rd Street Wealth Management, LLC, and Sowell Management. Donald has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Donald is part of Sowell Management, which operates out of New Lenox, Illinois. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Donald Zolfo Work History
Sowell Management
83Rd Street Wealth Management, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Donald Zolfo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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