Scott Mc Donald, Msfp, Cfp®
About Scott Mc Donald, Msfp, Cfp®
Scott McDonald is a Senior Financial Counselor and Principal at The Colony Group, where he has worked since 2000. He has over two decades of experience in investment and wealth management, providing advisory services to high net worth individuals and corporate clients.
Current Role at The Colony Group
Scott McDonald serves as a Senior Financial Counselor and Principal at The Colony Group, a position he has held since 2000. In this role, he is part of a team that provides advisory services to high net worth individuals and corporate clients. The firm operates as an SEC Registered Investment Advisor, emphasizing objective advice and exceptional service. McDonald is involved in developing strategies and solutions tailored to meet the specific needs of clients, leveraging his extensive experience in investment and wealth management.
Previous Experience at State Street Bank
Before joining The Colony Group, Scott McDonald worked at State Street Bank as a Client Service Officer from 1999 to 2000. His role at State Street Bank provided him with foundational experience in client service within the financial sector, contributing to his overall expertise in financial counseling and investment management.
Educational Background in Accounting
Scott McDonald earned a Bachelor of Science degree in Accounting from Providence College, where he studied from 1987 to 1991. This educational background provided him with essential knowledge in financial principles and practices, which he applies in his current role in financial counseling and investment management.
Advanced Studies in Financial Planning
Scott McDonald pursued further education at Bentley University, where he studied Financial Planning at the McCallum Graduate School of Business from 1998 to 2000, achieving a Master's degree. This advanced training has equipped him with specialized skills in financial planning, enhancing his ability to develop effective strategies for clients at The Colony Group.
Experience in Wealth Management Services
With over two decades of experience in investment and wealth management services, Scott McDonald has developed a comprehensive understanding of the financial landscape. His expertise allows him to provide informed advice and solutions to clients, ensuring their financial goals are met effectively.