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Paul Macdonald Email & Phone Number

CEO and Financial Advisor at PGI Financial Services, Inc.
Location: Charleston, South Carolina Metropolitan Area, United States 9 work roles 3 schools
1 work email found @moneyconcepts.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@moneyconcepts.com
LinkedIn Profile matched
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Role
CEO and Financial Advisor
Location
Charleston, South Carolina Metropolitan Area, United States

Who is Paul Macdonald? Overview

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Quick answer

Paul Macdonald is listed as CEO and Financial Advisor at PGI Financial Services, Inc., based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at moneyconcepts.com and a matched LinkedIn profile for Paul Macdonald.

Paul Macdonald previously worked as Financial Advisor/Registered Representative/Investment Advisory Rep at Money Concepts and President at The Macdonald Tax & Financial Group, Inc.. Paul Macdonald holds Bs, Business Management from Keene State College.

Company email context

Email format at PGI Financial Services, Inc.

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{first_initial}{last}@moneyconcepts.com
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AeroLeads found 1 current-domain work email signal for Paul Macdonald. Compare company email patterns before reaching out.

Profile bio

About Paul Macdonald

Owner of PGI Financial ServicesAt PGI, our mission is to guide clients on their journey to a confident retirement.Who do I work with? Senior Level Federal Execs, VA Medical Center Doctors & Staff, NIWC, Federal Law Enforcement & ICE, US Dept. of State, USDA, active & retired Military. I know what you are thinking.Well Paul, how do I know I can trust you and what sets you apart from all the other advisors out there?How about this answer?I SPENT 20 YEARS SERVING OUR COUNTRY AS A U.S. NAVY OFFICER. I was a Commanding Officer three times and led some of the finest sailors in our military.I created the Federal Employee Retirement Blueprint to help ensure YOU have the retirement you dream about.AND……I am extremely disciplined. I have to be. As a marathon runner who has completed a marathon in all 50 states AND qualified for the Boston Marathon, I know what it takes to work hard to achieve a goal – the same way I will work for you.If you want help working towards financial confidence and a stress-free retirement, then you should consider work with my firm.SHOOT ME A MESSAGE and let's chat!Disclaimer:Insurance products are offered through the insurance business PGI Financial Services. PGI Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PGI Financial Services are not subject to investment Advisor requirements. AE Wealth Management, LLC, Paul MacDonald and PGI Financial Services are not affiliated with or endorsed by the U.S. government. 1862665 - 6/23

Listed skills include Retirement, Financial Advisory, Disability Insurance, Insurance, and 42 others.

Current workplace

Paul Macdonald's current company

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PGI Financial Services, Inc.
Pgi Financial Services, Inc.
CEO and Financial Advisor
Charleston, SC, US
AeroLeads page
9 roles · 32 years

Paul Macdonald work experience

A career timeline built from the work history available for this profile.

Ceo And Financial Advisor

Current

Charleston, South Carolina, Us

2467 Savannah HWYCharleston, SC 29414(843)284-0370

Jul 2019 - Present

Financial Advisor/Registered Representative/Investment Advisory Rep

Palm Beach Gardens, Fl, Us

Jan 2015 - Mar 2023

President

The Macdonald Tax & Financial Group, Inc.
Sep 2011 - Jun 2019

Registered Representative/Investment Advisory Representative

Various

Registered Rep from January 1995 - December 2014 with various firms. Investment Advisory Representative under umbrella of various Registered Investment Advisor Firms from December 1999 - December 2014.

Jan 1995 - Dec 2014

Owner

The Macdonald Financial Group
Jul 2004 - Aug 2011

Vice President

Benefit Partners
2001 - 2003 ~2 yrs
3 education records

Paul Macdonald education

Bs, Business Management

Keene State College

Liberal Arts And Sciences, General Studies And Humanities

Fairfield University

Education record

Bristol Central High School
FAQ

Frequently asked questions about Paul Macdonald

Quick answers generated from the profile data available on this page.

What company does Paul Macdonald work for?

Paul Macdonald works for PGI Financial Services, Inc..

What is Paul Macdonald's role at PGI Financial Services, Inc.?

Paul Macdonald is listed as CEO and Financial Advisor at PGI Financial Services, Inc..

What is Paul Macdonald's email address?

AeroLeads has found 1 work email signal at @moneyconcepts.com for Paul Macdonald at PGI Financial Services, Inc..

Where is Paul Macdonald based?

Paul Macdonald is based in Charleston, South Carolina Metropolitan Area, United States while working with PGI Financial Services, Inc..

What companies has Paul Macdonald worked for?

Paul Macdonald has worked for Pgi Financial Services, Inc., Money Concepts, The Macdonald Tax & Financial Group, Inc., Various, and The Macdonald Financial Group.

How can I contact Paul Macdonald?

You can use AeroLeads to view verified contact signals for Paul Macdonald at PGI Financial Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Paul Macdonald attend?

Paul Macdonald holds Bs, Business Management from Keene State College.

What skills is Paul Macdonald known for?

Paul Macdonald is listed with skills including Retirement, Financial Advisory, Disability Insurance, Insurance, Securities, Estate Planning, Investments, and Strategic Financial Planning.

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