Ian Donaldson Email and Phone Number
LEGACY CAPITAL GROUP | We believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come.I find the most rewarding thing about my job is developing long-term relationships with my clients and helping them adjust and adapt their financial plan as their families grow and change. From education planning to retirement distribution, I look forward to supporting them in every stage of the planning process.
Legacy Capital Group | Northwestern Mutual
View- Website:
- heritageplanningpartners.nm.com
- Employees:
- 29
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Partner And Co-FounderLegacy Capital Group | Northwestern MutualMinneapolis, Mn, Us -
Partner & Co-FounderLegacy Capital Group | Northwestern Mutual Oct 2022 - PresentGreater Minneapolis-St. Paul AreaDuring the course of my career, I have been able to develop hundreds of personalized plans for individuals and businesses that have allowed them the freedom of financial security.The most rewarding thing about my job is developing a long-term relationship with my clients and helping them adjust and adapt their financial plan as their families grow and change. From education planning to retirement distribution, I look forward to supporting them in every stage of the planning process.I desire ongoing growth in my professional development and business to continually provide my clients with the best service possible. I have obtained my CFP®, AEP®, RICP®, CLU® and ChFC® designations and work with professional business coaches and consultants for ongoing growth and improvement. -
Wealth Management AdvisorNorthwestern Mutual Jan 2004 - PresentGreater Minneapolis-St. Paul Area -
Principal, Wealth Management Advisor | Donaldson Wealth ManagementNorthwestern Mutual Aug 2020 - Oct 2022 -
PresidentNorthwestern Mutual Foundation—Minneapolis 2009 - PresentGreater Minneapolis-St. Paul AreaI've been an active member of the Northwestern Mutual Foundation—Minneapolis since 2009. The foundation works to enhance the efforts of the individuals within the Northwestern Mutual-Minneapolis network office in serving their local communities throughout Minnesota. I am the current President and provide oversight on donations to local charities and have held this leadership position since 2013.
Ian Donaldson Education Details
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Economics
Frequently Asked Questions about Ian Donaldson
What company does Ian Donaldson work for?
Ian Donaldson works for Legacy Capital Group | Northwestern Mutual
What is Ian Donaldson's role at the current company?
Ian Donaldson's current role is Partner and Co-Founder.
What schools did Ian Donaldson attend?
Ian Donaldson attended University Of Minnesota Duluth.
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Ian Donaldson
Data Analytics & Engineering | Strategy & Leadership | Mba | M.Sc. | Pmp | Mlops | Systems Architecture |Draper, Ut2wellsfargo.com, utah.edu -
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