Joseph Macdonald, Crpc® Email & Phone Number

Greater Boston Area

I am a financial representative with McAdam Financial, an independent advisory firm located in Downtown Boston, MA. I am part of a team here at McAdam who go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture - your profession. I specialize in assisting my clients in the following key areas of financial planning:✓ Examining Present Situation - Net Worth & Cash Flow✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies ✓ College Education Planning✓ Advanced Tax Strategies and Business Owner Services ✓ Estate Legacy Planning✓ Insurance Needs Analysis ✓ Repositioning Old Accounts, Rollovers, Rebalancing

Greater Boston

Beginning in 2024 my role with McAdam has grown to include spearheading our seminar and workshop events offered to potential clients. Throughout the country, almost every day, we offer these events for people to attend, free of charge, and learn about how they can live the retirement that they've always imagined.My responsibilities include leadership and management of our presenting advisors and business development team; updating content to keep it relevant and valuable; systems and processes required to coordinate events across four different major markets and hundreds of attendees every single week; ensuring a smooth hand off to our planning team so that clients feel comfortable and well-served throughout the entire process.

Greater Boston Area

As Field Vice President, I manage the new advisor training program in our Boston Office. I am responsible for hiring new advisors, growing our team and building a successful office culture. In addition, I train our advisors on financial planning knowledge, business owner skills and sales skills. I am also responsible for compliance in our office and oversee our recruiting and operations staff.

Greater Boston Area

As a financial planner with McAdam, I provide comprehensive financial strategies to help my clients reach their most important financial goals. My practice is built on diligent client service, independent recommendations and a wide range of services. Additionally, I manage a team of 8-12 advisers. My responsibilities include weekly 1-on-1 meetings with members of my team, assistance on complicated cases, coverage of my advisers' meetings and recruiting top talent.

Bachelor Of Arts (Ba), Economics, Double Minor English And Classical Studies, Cum Laude

Activities and Societies: Middlebury College Campus newspaper; Middlebury College Sports Magazine; Varsity Baseball (captain two years).

High School, Cum Laude

Activities and Societies: Baseball: five letters, captain twice Basketball: three letters, captain Football: three letters, captain