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
  • CO
  • 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

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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