Timothy McDonald
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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
  • TX
  • VA
  • VT

Timothy McDonald

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®

Timothy McDonald

100 Overlook Center
Suite 303
Princeton, NJ 08540

Email Me

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
  • TX
  • VA
  • VT

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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