Ann Margaret Donnelly

Senior Retirement Plan Advisor

Experience and Education

Ann Margaret helps plan sponsor clients develop and administer retirement plans. With a focus on plan design and investment monitoring, she provides clients with ideas to help improve the retirement readiness of their plan participants.

Prior to joining Mariner Wealth Advisors, she was the director of retirement plan services at Shelton Capital Management. Prior to that, she was the owner and operator of The Summit Conference & Event Center in Aurora, Colorado, where she managed a 16,000-square-foot venue. Additionally, she has held various roles in the financial services industry at JP Morgan, UBS and RBC Capital Markets.

Ann Margaret has a master’s degree in accounting and finance from The London School of Economics and Political Science and a bachelor’s degree in business administration from Villanova University.

Personal Interests

In her free time, Ann Margaret enjoys skiing and traveling. She is a proud high school hockey mom and a chairperson of the annual live auction for the Regis Jesuit High School.

Ann’s Office

Contact Us