Deb McDonald, CFP®, Supervisor, Senior Practice Management Consultant
Deb McDonald is a supervisor and senior practice management consultant at Commonwealth. Since joining the firm in January 2022, she consults with affiliated advisors on a wide range of business disciplines, from strategic planning and operational efficiency to growth strategies and succession planning. Deb graduated from Miami University of Ohio and holds the CFP® certification and FINRA Series 65 securities registration.Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Navigating HNW Family Dynamics: It’s Time for Advisors to Get Personal
Poor communication among family members can derail even the best-laid financial plans. Learn strategies for navigating high-net-worth family dynamics and help your best clients preserve their wealth for generations to come.
Deb McDonald, CFP®