Dylan Mcdonald Email & Phone Number

Dallas, Texas, United States

As a Licensed Financial Professional at Equitable Advisors, I specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs of individuals and business owners. My role involves analyzing clients' financial situations, setting long-term financial goals, and developing customized plans to achieve those objectives. I am dedicated to helping my clients navigate the complexities of financial markets, retirement planning, estate planning strategies, and risk management. By leveraging my expertise and the resources of Equitable Advisors, I aim to secure and enhance my clients' financial futures, ensuring they have the confidence and stability to pursue their personal and professional aspirations!

Fort Worth, Texas, United States

I closely monitor and analyze key financial metrics such as revenue, costs, investments, and cash flow. By utilizing financial models and forecasting techniques, I project future financial outcomes and identify potential risks or opportunities for the organization.

Williamsburg, Virginia, United States

My internship with Movement Mortgage provided insight and first hand experience of mortgage lending and financial literacy. I received online training from industry leaders such as Barry Habib and participated in weekly referral meetings, providing a pitch to the audience of the importance of being a homeowner and creating equity.

Education record

Education record