Rick MacDonald Email & Phone Number
Principal and Senior Wealth Advisor @ Focus Partners Wealth
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Rick MacDonald Location
- Westford, MA, US
Rick MacDonald Work
- 2012 -now Principal and Senior Wealth Advisor @
- 1999 -2012 Principal and Senior Financial Planner @
- 2006 -2008 Adjunct Professor @
Rick MacDonald Education
- Boston College Carroll School of Management
MSF (Finance)
1998-1999 - Boston College Carroll School of Management
MBA
1997-1999 - University of Massachusetts Amherst
BA (Economics, Statistics, Spanish)
1993-1997 - Leominster High School 1989-1993
Rick MacDonald Skills
- Wealth Management
- Estate Planning
- Investments
- Retirement Planning
- Insurance
- Asset Allocation
- Charitable Gift Planning
- Education Funding
- Alternative Investments
- Risk Management
- Financial Planning
- Independent Financial Advice
- Teaching
- Higher Education
Rick MacDonald Summary
- Rick MacDonald, based in Westford, MA, US, is currently a Principal and Senior Wealth Advisor at Focus Partners Wealth. Rick MacDonald brings experience from previous roles at Mintz Levin Financial Advisors, LLC and Boston University. Rick MacDonald holds a 1998 - 1999 MSF in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Wealth Management, Estate Planning, Investments, Retirement Planning, Insurance and more. Rick MacDonald has 3 emails and 1 mobile phone numbers on RocketReach.
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