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TESTIMONIALS

Lesley Gilmore

The Beverly Hills Chamber of Commerce has helped us move the business forward by creating brand awareness for us and allowing us the opportunity to create long term partnerships with our neighbors in the community. Thank you again for all that you do.

Lesley Gilmore - Private Dining Director - Fleming’s Steakhouse

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Sean R. O'Donnell ~ Merrill Lynch

  • Financial Planning & Services
  • Banking
  • Investment Banking & Securities Dealing
  • Investment Advice
2049 Century Park East
11th Floor
Century City, CA 90067
(310) 407-3999
(310) 907-5188 (fax)
  • About

    The Rodeo Wealth Management Group
    Pursuing Your Goals Together

    At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones we bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.



    Throughout our relationship, we will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be and your risk tolerance for getting there. This understanding, combined with our knowledge, will help us effectively work together toward your goals for today and in the future.

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