Angus McDonald
Senior Vice President - Investment Officer, Senior Financial Advisor, Fundamental Choice Portfolio Manager at Wells Fargo Advisors
- Role
- Senior Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Angus McDonald
As a Senior Financial Advisor, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, I leverage my 10 years of private client management and leadership experience to provide comprehensive wealth management and retirement planning solutions for high-net-worth individuals and families. I hold the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations, as well as the Series 7 and 66 registrations, which I believe demonstrate my commitment to excellence and ethical standards in the financial services industry.My core competencies include financial risk management, portfolio analysis and optimization, asset allocation, tax efficiency, estate planning, and investment strategy. I work with a team of specialists and partners to deliver customized and holistic financial solutions that align with my clients\' goals, values, and needs. My mission is to help my clients achieve financial security and peace of mind, while building long-term and trusted relationships.This information is intended for use by residents of AR, AZ, CA, CO, FL, GA, ID, IL, MA, NC, NJ, NM, and TX and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Vice President - Investment Officer, Senior Financial Advisor
Mar 2024 — Present · Austin, TX, US
Education
Monash University
Master of Management, Business/Commerce
2013 — 2015
AGSM @ UNSW Business School
Military Studies, Military and Strategic Leadership
2009 — 2011
UNSW
Bachelor of Science (B.Sc.), Geography
2009 — 2011
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.