Tim Macdougall, Cfp® Email & Phone Number

Hilton Head Island, South Carolina

I lead the Hilton Head Island, SC team for Fidelity Investments, the firm of choice for so many American families. Due to the rapid growth in the area, we are in the process of growing the branch to meet our clients needs. If you’re interested in living and working on the #1 island in the continental United States, feel free to reach out.

Metro North

Dual registered with TD Ameritrade and Charles Schwab.

Metro North

Lead the Metro North market to be the #1 market in the east division of Charles Schwab. Branches include Scarsdale, NY, Greenwich, CT, Stamford, CT, Fairfield, CT, West Hartford, CT

Scarsdale, Ny

Our Scarsdale branch is one of the flagship branches for TD Ameritrade. I am responsible for growing the branch and safeguarding the firm and our clients from any types of compliance risks. I do this by building and leading my team in our goal of helping our clients pursue their aspirations. I strive to cultivate a culture of putting our clients first, harding work, and a genuine team effort through personal example and doing everything I can do, empowering my team to assist their clients.2019 Branch Manager Council2020 Branch Manager CouncilChange ChampionFCDA MentorNortheast Division coaching and business planning pillarLocal Support for Equality - Northeast Division Lead

Fishkill, New York

I work to provide a world class client and associate experience in the Fishkill, NY TD Ameritrade office through genuine concern for my clients financial goals and a passion for helping my associates pursue their personal goals. #1 Branch in Northeast Division Q3, Q4 2018#4 Branch Nationally Q3 2018MVP award Q3 20183x Presidents Club branchCircle of Champions 2018Retail Aspiring Manager Program (RAMP) mentor

Manchester, New Hampshire

2016 - Recognized for assisting clients find investment solutions as they plan for their financial goals.As an Investment Consultant at TD Ameritrade, I assess, assist, and advise clients as they choose the services best suited for their needs. I develop relationships with existing clients and build relationships with new clients.

Work with self directed clients to optimize their strategies or explore managed options including in-house management or partnering with nationally ranked RIA's. Analyze clients investment portfolios and recommend changes based on the clients individual goals and risk tolerances. Consolidate clients assets to TD Ameritrade to increase business development. Educate clients about current market conditions while finding the most suitable investment for their needs. Responsible for developing and growing relationships with existing clients in northern New England.

Analyze clients investment portfolios and recommend changes based on the clients individual goals and risk tolerances. Consolidate clients assets to Fidelity to increase business development. Educate clients about current market conditions while finding the most suitable investment for their needs.• Awarded "Excellence in Action" for Q3, Employee of the Month - September 2013

Executed mutual fund, equity, precious metals, and fixed income trades and facilitated monetary transactions including bank wires and electronic funds transfers. Drove business revenue through uncovering outside assets and leveraging planners and advisors to win the business through Fidelity's lead tracking system. Lead team meetings and increased team performance through one-on-one coaching with teammates. • Recognized as a top trader for outstanding execution with 100% accuracy. • Responsible for 22 leads per month. Achieved 500% of goal and broke the national record for leads in one month.• Awarded "Excellence in Action" for Q1; Team MVP-April 2013; Accelerated Execution Q1, Q2