William Mc Donald
About William Mc Donald
William McDonald is an Associate Financial Planner at Creative Planning, where he has worked since 2021. He has a diverse background in finance and customer service, with previous roles at Security Bank of Kansas City and Midwest Distributors Co.
Work at Creative Planning
William McDonald has served as an Associate Financial Planner at Creative Planning since 2021. In this role, he provides financial planning services to clients, helping them to achieve their financial goals. His experience in the financial sector contributes to his ability to analyze client needs and develop tailored financial strategies.
Previous Employment Experience
Before joining Creative Planning, William McDonald held various positions in the financial and service sectors. He worked at Security Bank of Kansas City as a Bookkeeper/Accounting Assistant from 2015 to 2016, and later as a Retail Banking Assistant from 2017 to 2021. His earlier experience includes a brief role as a Warehouse & Truck Assistant at Midwest Distributors Co. in 2014 and as a Custodian at Saint Thomas Aquinas High School from 2011 to 2013.
Education and Expertise
William McDonald completed his General Studies at Saint Thomas Aquinas High School from 2009 to 2013. He then pursued higher education at The University of Kansas, where he studied Finance and earned an undergraduate degree from 2013 to 2017. His educational background provides a solid foundation for his work in financial planning.
Career Development
William McDonald has developed a diverse career path that spans various roles in finance and customer service. His transition from positions in banking and accounting to financial planning reflects his commitment to advancing his career in the finance industry. His experiences have equipped him with a comprehensive understanding of financial operations and client relations.