About Daniel J. McDonald
Daniel J. McDonald is a Managing Director and Financial Advisor at Morgan Stanley. He has been in the financial services industry for over 30 years, with a focus on Wealth Management. Daniel is the founding member of The McDonald Group.
Daniel has extensive experience in providing financial strategies for individuals, business owners, corporate executives and multigenerational families. His practice of financial planning includes retirement analysis, college planning, estate planning, tax strategies, life insurance, wealth accumulation and income needs analysis. He leads The McDonald Group, placing and emphasis on customer service and achieving client financial goals.
Securities Agent: CT, PA, ME, RI, FL, NC, AZ, WA, TN, DC, VA, NJ, MA, GA, CA, TX, NY, MD, DE; General Securities Principal; General Securities Representative; Investment Advisor Representative