Travis MacDonald Email & Phone Number
Financial Advisor @ Coastal Wealth
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Travis MacDonald Location
- Fort Lauderdale, FL, US
Travis MacDonald Work
- 2017 -now Financial Advisor @
- 2014 -2017 Financial Advisor @ MacDonald Financial Services LLC
- 2014 -2014 Software Test Engineer @
- 2012 -2013 Quality Assurance Engineer @
- 2009 -2011 IT Consultant @ Kaplan University
- 2006 -2009 Procurement Specialist @ TLM Consulting Inc.
- 2005 -2006 Mortgage Broker @
- 2002 -2004 District Sales Manager @
- 1999 -2002 Regional Training Specialist @
- 1994 -1999 Independent Insurance Agent @ Olive Branch Insurance Services
- 1993 -1994 Licensed Insurance Agent @
Travis MacDonald Education
- The American College
RICP® (Retirement Income Certified Professional™) - in progress (Retirement Income Process, Strategies and Solutions)
2015-2015 - Academy of South Florida
Microsoft Certification - Configuring Active Directory (Information Technology)
2011-2012 - Iowa State University - College of Business
Bachelor of Business Administration (Transportation and Logistics)
1987-1991
Travis MacDonald Skills
- Estate Planning
- Sales Process
- Fixed Annuities
- Needs Analysis
- Indexed Annuities
- Insurance
- International Sales
- Retirement Planning
- Account Management
- Sales
- Medicare
- Inside Sales
- Sales Operations
- Strategic Planning
- Observant
- Sales Management
- Life Insurance
- Universal Life
- Direct Sales
- New Business Development
- Training
- Customer Service
- Disability Insurance
- Long Term Care Insurance
- Medicare Supplements
- Marketing Strategy
- Retirement
Travis MacDonald Summary
- Travis MacDonald, based in Fort Lauderdale, FL, US, is currently a Financial Advisor at Coastal Wealth, a MassMutual firm. Travis MacDonald brings experience from previous roles at MacDonald Financial Services LLC, Pace, IDS AbbaDox and Kaplan University. Travis MacDonald holds a 2015 - 2015 RICP® (Retirement Income Certified Professional™) - in progress in Retirement Income Process, Strategies and Solutions @ The American College. With a robust skill set that includes Estate Planning, Sales Process, Fixed Annuities, Needs Analysis, Indexed Annuities and more. Travis MacDonald has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Coastal Wealth Employees
Zachary Mann
Managing Director
Miami, FL, US
Robert Bentley
Financial Services
Atlanta, GA, US
Randy Weinstein
Brokerage Director
Florida, United States
Luis Hernandez
Partner
Florida, United States
Darrell McNeal
Financial Services Representative
Atlanta, GA, US
Melissa Aguilar
Director of Recruiting
Fort Lauderdale, FL, US
James Bonilla
Executive Vice President
Fort Lauderdale, FL, US
Roger Dominey
Executive Vice President
Jacksonville, FL, US
Roy Perez
Senior Vice President at Coastal Wealth a MassMutual Firm
Florida, United States
John Hitchcock
Agency Brokerage Director
Fort Lauderdale, FL, US
Stephanie Mualim
Head of Recruiting
Miami, FL, US
Lawrence Holzberg
Brokerage Director
Boynton Beach, FL, US
Tracy Hussey
Managing Director
North Port, FL, US
Suzanne Grover
Vice President Underwriting and New Business
Cedar Park, TX, US
Reed Willett
Vice President - Planning Solutions Group and Investment Specialist
Fort Lauderdale, FL, US
Kristin Dorm
Vice President Training and Development
Boca Raton, FL, US
Tom Hippler
Executive Vice President
United States
Lester Hamrick
Managing Partner
Tallahassee, FL, US
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