Financial planning tailored to your goals

Meeting in a office

The Jim Macdonald Group provides comprehensive wealth advisory services to individual investors, estates and organizations.  The process begins with a conversation - the sharing of information so that Jim and his team have a thorough understanding of your goals and objectives both personal and financial.  Particular attention will be paid to your cash-flow needs, risk tolerance and investment time horizon so that the team can develop an appropriate strategy for managing your wealth in a tax-efficient manner. 

*UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James MacDonald

    James C. MacDonald, CFP, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

     Experienced financial planning for all the generations of your family

    In his 35 years as a financial advisor, Jim has helped clients pursue their goals and face the future with confidence. Many of his relationships extend to the children and grandchildren of his original clients. Jim works every day for the betterment of others. He knows what a positive impact comprehensive wealth management can have on a family’s happiness and well-being.

    Jim’s planning-based approach is personal and intimate. He is an attentive listener who takes the time to understand each client’s hopes and concerns. Jim offers advanced planning solutions and creates customized yet flexible financial plans with comprehensive investment strategies that can be adjusted as life and circumstances change.

    Jim is committed to his clients and dedicated to service. He began his career at PaineWebber, a UBS predecessor firm, in 1985. His institutional knowledge enables him to leverage the full range of the firm’s specialists and resources on his clients’ behalf.

    Credentials that build confidence

    • Certified Financial PlannerTM (CFP®)
    • Certified Investment Management Analyst® (CIMA®)

    Outside of UBS

    Jim enjoys spending time outdoors with his wife Kathy. He is passionate about pursuing all types of physical fitness activities, including golf. In his down time, he loves learning new things by reading non-fiction books.

     

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        2301 West Big Beaver Road
        Somerset Place Office Building
        Troy, MI 48084
        james.macdonald@ubs.com
        James C. MacDonald, CFP, CIMA
        2301 West Big Beaver Road,Troy,MI,48084
      • Kathryn-Halonen

        Kathryn L. Halonen, CFP

        Investment Associate

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        • AZ
        • CA
        • CT
        • FL
        • IL
        • MD
        • MI
        • NY
        • PA
        • SC
        • WA

        Kathryn joined UBS in 1998 as an Investment Associate. She holds the Certified Financial Planner designation. Kathryn specializes in advanced planning and investment management.  She and her husband, Jonas, have two sons; Jacob and Joshua.

            • CERTIFIED FINANCIAL PLANNER™
            2301 West Big Beaver Road
            Somerset Place Office Building
            Troy, MI 48084
            kathryn.halonen@ubs.com
            Kathryn L. Halonen, CFP
            2301 West Big Beaver Road,Troy,MI,48084
          • Kimberly-Yee

            Kimberly Ann Yee

            Senior Client Associate

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            • MI

            Kim joined UBS in 2013 as a Senior Registered Client Service Associate.  Kim specializes in complex administrative matters for individuals, trusts and estates.  She and her husband, Matthew, have three children; Matthew, Tyler and Courtney.

                  2301 West Big Beaver Road
                  Somerset Place Office Building
                  Troy, MI 48084
                  kimberly.yee@ubs.com
                  Kimberly Ann Yee
                  2301 West Big Beaver Road,Troy,MI,48084

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