ModernWealthConcepts LLC

CONNECT

Address:

413 Johnson Street
The Archways Suite
Jenkintown, PA 19046

Phone:

(215) 782-1877

Cheryl H. Donnell

Cheryl H. Donnell

The Institute of Personal Finance Director

Cheryl H. Donnell is the Director of The Institute of Personal Finance - Project (IPF Project) the financial literacy education and training initiative of Modern Wealth Concepts LLC – a Private Wealth Management firm in Jenkintown, PA. The IPF Project provides adult, financial education and training programs through onsite seminars and workshops, one on one counseling and coaching sessions, webinars, and internet based learning programs to corporate sponsoring organizations.

Cheryl oversees the administration and development of the training curriculum for the Adult Financial Literacy Education Program. She also develops and manages institutional relationships with sponsoring organizations and affinity groups who employ the IPF Project to provide financial education and training services to their employees.

Cheryl has over 15 years of experience providing adult and secondary education and training programs. She earned her BA in Psychology and Sociology (Magna Cum Laude) from Gwynedd Mercy University in Gwynedd Valley, Pennsylvania. She is a member of Alpha Sigma Lambda, the National Honors Society.

Cheryl Donnell resides in Melrose Park, Pennsylvania with her husband of over 30 years. She has three children and one grandson.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck