Paul Macdonald

Paul Macdonald Email and Phone Number

CEO and Financial Advisor @ PGI Financial Services, Inc.
Charleston, SC, US
Paul Macdonald's Location
Charleston, South Carolina Metropolitan Area, United States, United States
Paul Macdonald's Contact Details

Paul Macdonald work email

Paul Macdonald personal email

n/a
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

Paul Macdonald's Current Company Details
PGI Financial Services, Inc.

Pgi Financial Services, Inc.

View
CEO and Financial Advisor
Charleston, SC, US
Paul Macdonald Work Experience Details
  • Pgi Financial Services, Inc.
    Ceo And Financial Advisor
    Pgi Financial Services, Inc.
    Charleston, Sc, Us
  • Pgi Financial Services, Inc.
    Ceo And Financial Advisor
    Pgi Financial Services, Inc. Jul 2019 - Present
    Charleston, South Carolina, Us
    2467 Savannah HWYCharleston, SC 29414(843)284-0370
  • Money Concepts
    Financial Advisor/Registered Representative/Investment Advisory Rep
    Money Concepts Jan 2015 - Mar 2023
    Palm Beach Gardens, Fl, Us
  • The Macdonald Tax & Financial Group, Inc.
    President
    The Macdonald Tax & Financial Group, Inc. Sep 2011 - Jun 2019
  • Various
    Registered Representative/Investment Advisory Representative
    Various Jan 1995 - Dec 2014
    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.
  • The Macdonald Financial Group
    Owner
    The Macdonald Financial Group Jul 2004 - Aug 2011
  • Benefit Partners
    Vice President
    Benefit Partners 2001 - 2003
  • Massmutual Financial Group
    Insurance Agent
    Massmutual Financial Group 1995 - 2001
    Springfield, Massachusetts, Us
  • Massmutual Financial Group
    Insurance Agent
    Massmutual Financial Group 1995 - 2001
    Springfield, Massachusetts, Us

Paul Macdonald Skills

Retirement Financial Advisory Disability Insurance Insurance Securities Estate Planning Investments Strategic Financial Planning Strategic Planning Management Finance Life Insurance Fixed Annuities Customer Service Small Business Retirement Planning Budgets Long Term Care Term Life Insurance Investment Advisory Team Building Sales Mutual Funds Iras 401k Leadership Risk Management Public Speaking Long Term Care Insurance Public Relations Series 63 Portfolio Management Series 7 Process Improvement Wealth Management Wealth Microsoft Office Buy Sell Agreements Asset Management High Net Worth Individuals Asset Allocation Employee Benefits Federal Employee Benefits Financial Planning Thrift Savings Plan Social Security

Paul Macdonald Education Details

  • Keene State College
    Keene State College
    Business Management
  • Fairfield University
    Fairfield University
    General Studies And Humanities
  • Bristol Central High School
    Bristol Central High School

Frequently Asked Questions about Paul Macdonald

What company does Paul Macdonald work for?

Paul Macdonald works for Pgi Financial Services, Inc.

What is Paul Macdonald's role at the current company?

Paul Macdonald's current role is CEO and Financial Advisor.

What is Paul Macdonald's email address?

Paul Macdonald's email address is pm****@****pts.com

What schools did Paul Macdonald attend?

Paul Macdonald attended Keene State College, Fairfield University, Bristol Central High School.

What are some of Paul Macdonald's interests?

Paul Macdonald has interest in Health.

What skills is Paul Macdonald known for?

Paul Macdonald has skills like Retirement, Financial Advisory, Disability Insurance, Insurance, Securities, Estate Planning, Investments, Strategic Financial Planning, Strategic Planning, Management, Finance, Life Insurance.

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