Alex McDonald
- Role
- Senior Lead Planner at Facet
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
Information TechnologyView LinkedIn profile
About Alex McDonald
Certified Financial Planner with over 12 years of experience working in the financial…
Experience
Senior Lead Planner
Jan 2023 — Present
https://facetwealth.com/about/team/planners/alex-mcdonald/
Education
North Carolina State University
B.S, Business Management; Double; Marketing & Finance; Minor in Accounting
2006 — 2010
Skills
- Series 7
- Portfolio Management
- Finance
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Insurance
- Investments
- Relationship Management
- Series 66
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