Jeffrey H. MacDonald, CFP® joined Investment Management & Planning, LLC in July 2010 to best serve his clients as an independent financial advisor and planner. Prior to that, he was a Financial Advisor at Wells Fargo Advisors from February of 2008 through July 2010, and a successful engineer & business manager for over 20 years.
As a CERTIFIED FINANCIAL PLANNER TM professional, Jeff upholds the highest professional standards for financial planning, knowledge, continuing education, client service and ethics. Jeff also holds Chartered Financial Consultant® (ChFC).
Jeff believes in a holistic approach to financial planning. It’s not about the money – it’s about the goal of protecting your family and living a good life. Only by understanding a client’s complete financial picture can you make the appropriate recommendations on investments, manage risk, and develop a plan of action to help a client pursue their life goals.
Jeff maintains the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) registrations held through LPL Financial. He is also licensed in the appropriate states for the following lines of insurance: Accident & Health, Life, Variable Annuity, and Long-Term Care.
Jeff earned a Bachelor of Science degree in Chemical Engineering from the University of Delaware in 1983, and a Masters of Business Administration degree from Drexel University in 1998. He is a member of the Financial Services Institute.
Jeff and his wife, Paula, live in Sanibel Florida. In his personal time, Jeff enjoys fishing, home improvement projects and chasing his grand-daughters.