As a Financial Advisor, my primary areas of expertise are financial planning and investment advice. My job is to help my clients develop a clear plan for their goals, minimize unnecessary risk, and make ongoing modifications as needed. In simplest terms, I help others prepare for expected and unexpected life events.
Why hire me?
With more than a decade of experience at Davenport serving hundreds of clients, I have established a straightforward process that puts my clients at the center of my work. As a former collegiate tennis coach, playing the role of advisor and guiding people through this process comes naturally to me. I love working with people of all walks of life and income levels including other successful professionals, divorcees, single moms, multi-millionaires, recent retirees, and non-profit organizations. Here is how it typically works:
- PERSONAL INTERACTION & ADVICE: I regularly schedule face-to-face meetings with clients to gain a clear grasp on their investment objectives, risk tolerance, and time horizon and make personalized recommendations.
- REGULAR REVIEWS: Things change so a consistent review of client portfolios is critical to not only maintaining a strong relationship, but also ensuring that the plan is on track.
- ONGOING EDUCATION: My experience as a coach training and motivating student-athletes makes me particularly interested in constantly striving to educate my clients on all aspects of planning, the market and their specific investment advice. I believe in empowering my clients with knowledge so they understand the why behind the decisions we make together.
Tommy McDonald is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia and Wisconsin. Tommy is also licensed to offer insurance and annuity products to clients Illinois, Texas and Virginia.