David McDonald
Financial Advisor with Edward Jones Investments
- Role
- Financial Advisor at Edward Jones
- Location
- Gastonia, NC, US
- LinkedIn followers
- 500 followers
About David McDonald
Hi there! You\'ve made it onto my page, which means you must be curious about one of a few things: Myself, Edward Jones, or investing! Let me expand on those to satisfy your curiosity!I\'m originally from New York and lived there for 22 years before transplanting down to North Carolina. I graduated from Cazenovia College (just outside Syracuse) with a Communications major and a Pre-Law minor. I played soccer for the school all four years and loved my time there! In my previous professional life, I worked with the Gastonia Grizzlies baseball team, working my way up and being in the General Manager position for 4 years. That was a great time and I met some amazing people along the way. The leadership and experience there helped guide me to Edward Jones. I knew I always loved the financial industry and I love helping people. That combo is a perfect fit to becoming a Financial Advisor! I got married to my beautiful wife, Kristin, in April of 2017 and we now have a little boy, named Brooks!Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. We attribute a great deal of our success to our principles and personal, long-term approach to investing. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And we’re very proud of that.\"Edward Jones was built for our clients, and our purpose is to make a difference in their lives and the lives of their families.\"-Penny Pennington (CEO).When it comes to investing, we can help individuals, business owners, non-profits, and companies to achieve their financial goals. Often, it\'s helping folks with their retirement picture. Other times it could be saving for college for yourself or a family member. Saving for a beach house or an RV purchase? We can help with that! We have a broad selection of investments ranging from aggressive to conservative. Whether you are an experienced investor who already works with a professional or a \"rookie\" to investing, please reach out and introduce yourself. It doesn\'t cost you anything to have a conversation and get my thoughts on your situation.Thanks for checking out my page - don\'t be a instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Sep 2019 — Present · 106 Kenwood St., NC
Education
Cazenovia College
Bachelor of Arts (BA)
2009 — 2013
Skills
- Strategic Planning
- Customer Service
- Time Management
- Event Planning
- Team Building
- Management
- Sports
- Powerpoint
- Employee Training
- Event Management
- Marketing
- Marketing Strategy
- Public Speaking
- Leadership
- Social Media
- Training
- Sales
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