David McDonald

Financial Advisor with Edward Jones Investments

Role
Financial Advisor at Edward Jones
Location
Gastonia, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Edward Jones

    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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David McDonald — Financial Advisor at Edward Jones in Gastonia, NC, US | Unifers