Debra McDonald, CFP®
As a Financial Advisor, Deb’s objective is to gain a clear understanding of clients’ long-term goals, objectives and expectations. She works closely with clients to develop custom strategies that align with their specific financial goals. Deb strives to provide her clients with information, tools and advice so that they can make rational and logical and practical decisions in regard to their financial matters.
Deb has over 19 years in the financial industry. Prior to joining Wingate in April of 2005, she was a Key Accounts Relationship Manager with Charles Schwab & Co., Inc. While at Schwab she was responsible for working with some of the largest investment advisors in New England, including Wingate. She also held a sales and relationship management role with Fidelity Investments working with both individuals and investment advisors.
Deb is a graduate of Miami University in Oxford, Ohio obtaining a Bachelors of Science in Business Administration with a major concentration in Marketing. Deb completed Merrimack College’s Certificate Program in Financial Planning and is a Certified Financial Planner.
Deb is married with a young son. In addition to chauffeuring and attending her son’s many sports activities, she enjoys spending time with her family, reading, taking care of the growing number of pets in her house, and watching sports. A lifelong Cleveland Browns fan that has lived in New England since 1996 and married to a life-long New Englander, she will root for the Boston teams but she still holds some hope that her beloved Browns will once again be a winning franchise.