Colleen O’Donnell

Colleen works diligently behind the scenes to ensure our clients’ wealth is well tended throughout the planning process. She has extensive industry experience and a passion for serving others, and she supports our practice by carrying out client requests and other operational tasks like opening accounts and transferring funds. For Colleen, doing things well always takes precedence over doing them quickly. She takes care to ensure every detail is addressed, whether she’s answering a question for a client or helping them coordinate a gift to charity. With her organizational skills and well-honed processes, she’s able to carry out client requests with care, accuracy, and efficiency. After more than 20 years in the industry, her greatest joy is helping clients live with greater peace and excitement about their futures, and she loves working with down-to-earth people who understand how much she and the Pinehurst team care about them.

Colleen started her financial career in 2000 in the Operations Area at AG Edwards, allowing her to grow and experience the industry from the ground up. In 2004, she earned her Series 7 and 66 licenses while completing an accelerated business degree program at the University of Mount Olive in North Carolina. Originally from Connecticut, she moved south and joined the Pinehurst team in 2018.

Colleen lives with her husband Patrick in Southern Pines, where they have an active role in the community as small-business owners. They have a happily blended family; Colleen’s son lives and works in New York City while Patrick’s two children are thriving as students at North Carolina State University. In their free time, Colleen and Patrick enjoy visiting her family’s beach condo and exploring different cities (Greenville, South Carolina, being a current favorite of theirs). One of their favorite things to do when they travel is try new restaurants, visiting different steakhouses on a quest for the perfect steak. When she’s not traveling or working, Colleen likes to spend time with her mini poodle, Max, and relax by watching birds in her backyard, a recently acquired hobby of hers.