Philip Macdonald

Philip Macdonald Email and Phone Number

Investment Advisor Representative at Cornerstone Private Advisors, LLC @ Cornerstone Private Advisors, LLC
delray beach, florida, united states
Philip Macdonald's Location
Vero Beach, Florida, United States, United States
Philip Macdonald's Contact Details

Philip Macdonald work email

Philip Macdonald personal email

n/a
About Philip Macdonald

Enjoy helping people achieve their future and current goals in their financial lives.

Philip Macdonald's Current Company Details
Cornerstone Private Advisors, LLC

Cornerstone Private Advisors, Llc

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Investment Advisor Representative at Cornerstone Private Advisors, LLC
delray beach, florida, united states
Website:
cornerpa.com
Employees:
9
Philip Macdonald Work Experience Details
  • Cornerstone Private Advisors, Llc
    Investment Advisor Representative
    Cornerstone Private Advisors, Llc May 2012 - Present
    Manage client portfolios, balanced to their needs and goals.
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch May 2009 - Feb 2012
    Managed client portfolios
  • Raymond James Financial Inc
    Complex Manager
    Raymond James Financial Inc Jan 2006 - Mar 2009
    Managed three office complex headquartered in Washingto, DC, with offices in Townson,Md, and Fredericksburg, Va.

Philip Macdonald Skills

Retirement Planning Wealth Management Series 7 Strategic Financial Planning Retirement Mutual Funds Investment Advisory Investments Fixed Annuities Iras Asset Allocation Securities Estate Planning 401k Rollovers 401k Portfolio Management Series 63 Wealth Accumulation Investment Strategies Asset Managment Roth Ira Life Insurance Series 65 Long Term Care Insurance

Philip Macdonald Education Details

Frequently Asked Questions about Philip Macdonald

What company does Philip Macdonald work for?

Philip Macdonald works for Cornerstone Private Advisors, Llc

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

Philip Macdonald's current role is Investment Advisor Representative at Cornerstone Private Advisors, LLC.

What is Philip Macdonald's email address?

Philip Macdonald's email address is pm****@****rpa.com

What schools did Philip Macdonald attend?

Philip Macdonald attended The College Of New Jersey, John F Kennedy High School, Willingboro, Nj.

What skills is Philip Macdonald known for?

Philip Macdonald has skills like Retirement Planning, Wealth Management, Series 7, Strategic Financial Planning, Retirement, Mutual Funds, Investment Advisory, Investments, Fixed Annuities, Iras, Asset Allocation, Securities.

Who are Philip Macdonald's colleagues?

Philip Macdonald's colleagues are James Gilbert, Cfp®, Alexandra Licata, Wendy Barraco, Kevin Moree, Rustam Baikokshinov, Stephen Salis, Lee Michael Morrison.

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