
Craig O'Dell
Crystal River, FL 34429 opens in a new window call Craig O'Dell at (352) 795-1811 call Craig O'Dell at Call Me Email Me
In college, I worked for two my uncles. My uncles and I ran a small business that involved analyzing the labor availability and cost, timing of our sales and the overall cash flow. We had numerous issues arise, but we stayed on track and the business was successful. This experience helped me understand the value of using long-term planning for your goals and understanding the risk involved when managing your wealth.
These skills, as well as my previous working experience, have helped me serve clients effectively for the last 30 years. In addition, I hold the AAMS™ and ChFC® designations and CFP® certification.
Our branch office administrators, Marcie Loos and Helen Leja, are dedicated to providing the highest level of service to our clients. Together, they have over 40 years of experience in the financial services industry. Please call with any administrative needs or to schedule an appointment.
I'm a fourth-generation Floridian, happily married to my Texas sweetheart, Vivian. We have two grown children and are actively involved in our Crystal River community. I'm a former scout master and district chairman for Boy Scouts of America. Outside of the office, I enjoy hiking the Appalachian Trail and riding the local bike trails.
Focus areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
- Hiking
- Backpacking
- Spending Time with Family
- History and Museums
Personal Interests
- Hiking
- Backpacking
- Spending Time with Family
- History and Museums
Office Information
Phone Number
Craig O'Dell at (352) 795-1811Branch Team
- Marcie Loos
- Sr. Branch Office Administrator
- Helen Leja
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Marcie Loos
- Sr. Branch Office Administrator
- Helen Leja
- Sr. Branch Office Administrator
Branch Team
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