George Gardes MacDonald
Directeur Général chez Beacon Harbor Wealth Advisors, Inc.
Profil
Mr. George G.
MacDonald, Jr., is a Founder, Co President & Chief Executive Officer at Beacon Harbor Wealth Advisors, Inc. He has more than 20 years of experience providing wealth management advice and solutions.
His area of expertise includes advising high-net-worth clients and corporate retirement plans.
In 2018, he founded Beacon Harbor Wealth Advisors with his longtime business partner, Mr. Jeremy Ingram.
He also serves on Beacon Harbor Wealth Advisors’ Investment Committee.
Mr. MacDonald became registered in the securities industry in 1987 with the Virginia based firm, Scott & Stringfellow, Inc. He joined Merrill Lynch in Virginia Beach in 1997.
He and Mr. Ingram journeyed to Wells Fargo Advisors in 2007, starting the MacDonald & Ingram Wealth Management Group of Wells Fargo Advisors.
He received his B.A.
in Retail Management from the University of South Carolina
Postes actifs de George Gardes MacDonald
| Sociétés | Poste | Début |
|---|---|---|
Beacon Harbor Wealth Advisors, Inc.
 Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Directeur Général | 01/12/2018 |
Formation de George Gardes MacDonald
| University of South Carolina | Undergraduate Degree |
Expériences
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Entreprise privées
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| Entreprise privées | 1 |
|---|---|
Beacon Harbor Wealth Advisors, Inc.
Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Finance |
