Tom McDonald, CFP®MANAGING DIRECTOR
What are three words people use to describe you?
Caring, dedicated and focused.
When you are not working, what do you care about most?
Spending time with family and friends, running, cycling, golf and boating.
What's your MoneyMind®?
Commitment, “The Giver.”
Tom McDonald has been helping his clients plan and make investment decisions since 1983. He is a graduate of the University of South Carolina. Prior to joining United Capital, he founded McDonald Cox & Klugh in 1991. He uses the United Capital Financial Life Management process to help his clients identify, prioritize and work through the trade-offs that affect all areas of life and finances.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.