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Andrew (Aj) Macdonald is listed as Owner & CEO of Macdonald Financial Services and LPL Financial Advisor at MACDONALD FINANCIAL SERVICES, a with 7 employees, based in Loveland, Colorado, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 970, and a matched LinkedIn profile for Andrew (Aj) Macdonald.
Andrew (Aj) Macdonald previously worked as Financial Advisor at Macdonald Financial Services and Advisory Board Member at Banner Health Mckee Medical Center. Andrew (Aj) Macdonald holds Bachelor Of Science, Mathematics from The University Of Kansas.
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AeroLeads found 1 current-domain work email signal for Andrew (Aj) Macdonald. Compare company email patterns before reaching out.
When I was 10 years old my dad died suddenly of a heart attack. If my father didn't have life insurance my life would have been very different. My family suddenly had more money than ever before and didn't know what to do with it. That was the moment I decided that I wanted to learn as much as I could about money and how best to manage it. Now I use those things I've learned over 35 years to help others. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section For a list of states in which I am registered to do business, please visit www.macdonaldfinancialservices.com.Specialties: Retirement planning, long-term care, annual portfolio reviews and estate planningThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Retirement Planning, Investments, Estate Planning, Strategic Financial Planning, and 36 others.
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4025 Saint Cloud Dr, Ste 250 Loveland, Co 80538
With over two decade of experience in the investment and financial planning fields, I head Macdonald Financial Services and direct the planning, management, analysis, research and review of all client programs.
2000 Boise Ave., Loveland, Co 80538
I have been appointed as an advisory board member to assist Banner Health in carrying out its mission to serve the health care needs of its communities through excellent patient care. To assist, advise, counsel and guide the Chief Executive Officer and Banner management in planning, developing and promoting programs so that the Health Care Facility will be better able to meet the health care needs of the residents of Loveland, Larimer County, and surrounding areas and in maintaining and… Show more I have been appointed as an advisory board member to assist Banner Health in carrying out its mission to serve the health care needs of its communities through excellent patient care. To assist, advise, counsel and guide the Chief Executive Officer and Banner management in planning, developing and promoting programs so that the Health Care Facility will be better able to meet the health care needs of the residents of Loveland, Larimer County, and surrounding areas and in maintaining and establishing facilities and/or programs for the care of persons suffering from illness, injuries, disabilities, chronic disease or old age. Show less
4025 Saint Cloud Dr, Ste 250 Loveland, Co 80538
A Child's Dream (formerly Macdonald Family Charity) was founded to grant dreams to children and youth who are terminally or chronically ill, injured or low income in Larimer County.
Windsor, Co
I prepared and implemented financial plans to individuals and businesses in Northern Colorado. I was recognized as an elite performer by being in the top 5% (based on revenue) of all Registered Representatives each year.
Denver, Co
I worked in the Trust & Investment Management Department. I rebalanced trust accounts with individual equities, bonds and mutual funds to achieve desired investment objective.
Saint Louis, Mo
I worked in multiple bank branches as a Registered Representative. In that capacity, I was the assistant to the branch manager in all aspects of running the branch but in addition, I helped customers with investment decisions, life planning and their personnal goals. I was recognized as the top 1% of all Registered Representatives for Mercantile Bank each year, based on revenue, until I moved to Colorado.
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Andrew (Aj) Macdonald works for MACDONALD FINANCIAL SERVICES.
Andrew (Aj) Macdonald is listed as Owner & CEO of Macdonald Financial Services and LPL Financial Advisor at MACDONALD FINANCIAL SERVICES.
AeroLeads has found 1 work email signal at @lpl.com for Andrew (Aj) Macdonald at MACDONALD FINANCIAL SERVICES.
AeroLeads has found 2 phone signal(s) with area code 970 for Andrew (Aj) Macdonald at MACDONALD FINANCIAL SERVICES.
Andrew (Aj) Macdonald is based in Loveland, Colorado, United States while working with MACDONALD FINANCIAL SERVICES.
Andrew (Aj) Macdonald has worked for Macdonald Financial Services, Banner Health Mckee Medical Center, A Childs Dream (Formerly Macdonald Family Charity), Cuna Mutual Group, and Norwest Bank.
Andrew (Aj) Macdonald's colleagues at MACDONALD FINANCIAL SERVICES include Abel Mcbride.
You can use AeroLeads to view verified contact signals for Andrew (Aj) Macdonald at MACDONALD FINANCIAL SERVICES, including work email, phone, and LinkedIn data when available.
Andrew (Aj) Macdonald holds Bachelor Of Science, Mathematics from The University Of Kansas.
Andrew (Aj) Macdonald is listed with skills including Retirement Planning, Investments, Estate Planning, Strategic Financial Planning, Finance, Financial Advisory, Strategic Planning, and Retirement.
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