CFP®, Senior Client AdvisorEmail Debra McDonald
Debra McDonald joined TFC Financial Management in 2018. She is a participant of the firm's Financial Planning and Investment Committees and provides financial planning and investment advisory services for a select number of the firm's clients.
Prior to joining TFC Financial Management, Ms. McDonald was a Financial Advisor at Wingate Wealth Advisors, an independent, fee only, wealth management and financial planning firm, where she provided individualized comprehensive financial planning solutions to high net worth individuals and retirement plans.
Ms. McDonald previously worked as a Key Accounts Relationship Manager at Charles Schwab & Co. Inc. While at Schwab she was responsible for working with some of the largest investment advisors in New England. She also held a sales and relationship management role with Fidelity Investments working with both individuals and investment advisors.
Ms. McDonald graduated from Miami University in Ohio, where she received her Bachelors of Science degree in Business Administration with a major concentration in Marketing. Ms. McDonald completed Merrimack Collegeâ€™s Certificate Program in Financial Planning. She is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER™ practitioner.