Capstan Financial Consulting Group - Divorce | Sarasota, FL

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Thomas M. McDonald, CFP

Senior Vice President
Financial Consultant

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Thomas M. McDonald

, CFP

· 39+ YEARS FINANCIAL INDUSTRY EXPERIENCE
· PORTFOLIO STRATEGIST & TECHNICAL ANALYST
· CERTIFIED FINANCIAL PLANNER CERTIFICATION
· B.S., FLORIDA SOUTHERN COLLEGE

Thomas M. (Tom) McDonald brings extensive experience to Capstan in the fields of wealth management, investment planning, and estate investment planning. He has written briefs and white papers regarding such topics over his 39-year career. Tom has an extensive background in planning; strategy development; and custom application development. He brings the personal attention and technical experience which astute investors expect and strives to help individuals and families realize the legacy that they desire.

Prior to his current role at Capstan Financial Consulting Group, for eight years Tom anchored the Fifth Third Securities investment team throughout Florida’s gulf coast. He began his career at Barnett Bank Securities, moving quickly through their ranks and held numerous senior positions with Barnett’s legacy firms before deciding to leave Banc of America Investment Services in 2004.

Tom holds a Bachelor of Science degree in economics and finance from Florida Southern College and is a Certified Financial Planner certification holder.

He is married to his wife, Elisabeth and has two wonderful children Madison and Mason. Tom has been a member of the Sarasota community for 48 years.

** CA Insurance License #4010845, Resident State FL

Senior Vice President
Financial Consultant

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https://www.linkedin.com/in/tommcdonaldcapstan

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Capstan Financial Consulting Group

238 S Washington Blvd.
Sarasota, FL 34236

(941) 256-9300
(800) 515-8176
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