Rich Macdonald Email & Phone Number

For 20 years, I have striven to create lasting, personal relationships with my clients and their families. In a business that has become commoditized, my goal is to ensure each and every client feels like more than just another number.While I have the breadth and depth to address the needs of a broad range of investors, my focus is on helping families and individual investors create wealth planning strategies.This is done by gaining an understanding of what is most important to a client, their vision, and how I can add value to the relationship. My role as a financial advisor is to educate clients in order to help them pursue their goals. I believe wealth management is about process, not products.While markets, strategies, and services have increased with the level of complexity and speed of change in the financial services arena, I feel my approach to serving clients and their families on a personal level has stood the test of time. I build a rapport with clients that helps them feel comfortable and unafraid to talk, and I help them understand what their needs are today - and what they may be tomorrow.I strive to provide superior client service at competitive prices and build strong relationships./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Listed skills include Financial Services and Investments.

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  Isenberg School Of Management, University Of Massachusetts At Amherst

  Management