Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Timothy McDonald

Vice President–Wealth Management

Financial Advisor

Tim has over 20 years of industry experience having devoted his efforts to servicing the needs of corporate retirement plans. His skills provide him with an advanced ability to help meet the unique needs of plan sponsors and corporate investment committees. Tim is a graduate of the United States Military Academy at West Point, New York where he attained a B.S. in Engineering. He later earned his MBA in Finance from the Columbia University Business School. Tim has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board in addition to the Certified Investment Management

Registered States:
  • CA
  • CT
  • DE
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA

Education

  • M.B.A. Finance, Columbia University
  • B.S. Engineering, United States of Military Academy, West Point

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
100 Overlook Center
Suite 303
Princeton, NJ 08540
  • (609) 919-3670

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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