David McDonald, Financial Advisor located in Gastonia, NC

Financial Advisor
David McDonald

CFP®
839 Majestic Ct, Suite 5, Gastonia, NC 28054opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment
  • Woodworking
  • Traveling

Team Members

  • April Lemieux
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(704) 271-4190

Fax

(833) 691-9942

Office Address

839 Majestic Ct
Suite 5
Gastonia, NC 28054opens in a new window

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