Tim Mac Dougall, Cfp®
About Tim Mac Dougall, Cfp®
Tim Mac Dougall is a Branch Manager at TD Ameritrade with extensive experience in financial consulting and business development.
Current Position at TD Ameritrade
Tim Mac Dougall is currently serving as the Branch Manager at TD Ameritrade in the Metro North region. He has held this position since 2020. His role involves overseeing branch operations, managing client relationships, and ensuring the delivery of excellent financial services.
Branch Manager Experiences
Prior to his current role, Tim Mac Dougall held multiple Branch Manager positions within TD Ameritrade. From 2019 to 2020, he managed the branches in Scarsdale, NY, and Stamford, CT. Between 2018 and 2019, he was the Branch Manager with a Practice in Fishkill, New York. His responsibilities included branch oversight, client service enhancement, and sales management.
Senior Financial Consultant Role
Between 2015 and 2018, Tim Mac Dougall worked as a Senior Financial Consultant at TD Ameritrade in Manchester, New Hampshire. During this time, he provided financial advice, investment strategies, and planning to clients, assisting them in achieving their financial goals.
Early Career at TD Ameritrade
Tim Mac Dougall began his career at TD Ameritrade as a Business Development Specialist in 2014, a role he held for 10 months. Following that, he transitioned to a Senior Financial Consultant position in 2015. His early responsibilities included identifying growth opportunities and developing business strategies.
Experience at Fidelity Investments
Before joining TD Ameritrade, Tim Mac Dougall was employed by Fidelity Investments. From 2012 to 2014, he served as an Investment Solutions Representative, providing investment insights and customer support. Additionally, he worked as a Trader for 8 months, managing trade processes and client portfolios.
Educational Background
Tim Mac Dougall pursued higher education at Cedarville University, where he earned a Bachelor of Arts degree. His academic background has provided a strong foundation for his career in financial services.