Kris McDonald, Financial Advisor

Financial Advisor
Kris McDonald

CFP®, CEPA®, AAMS®
1406 Wilson Road Suite 200, Conroe, TX 77304opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing
  • Football
  • Spending Time with Family
  • Traveling

Team Members

  • Becky Neff
    Sr. Branch Office Administrator
    FPQP®
  • Bonnie Yeager
    Sr. Branch Office Administrator
  • Lauren Harris
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(936) 441-0275

Fax

(800) 760-1789

Office Address

1406 Wilson Road Suite 200
Conroe, TX 77304opens in a new window

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