TD Bank - Brian McDonald Financial Advisor

(508) 851-5512
(508) 851-5512
brian.mcdonald@td.com
Registered Address
280 School Street
Mansfield, MA 02048
US
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Brian McDonald has been actively engaged in fostering strong client relationships and helping clients with their financial goals.

Brian McDonald works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.

Prior to joining TD Wealth in 2022, Brian held roles as a Financial Services Representative at TD Bank in Mansfield, MA and as a Licensed Relationship Banker at Citizens Bank in North Providence, RI.

Brian McDonald is a graduate of the University of Massachusetts, Dartmouth with a Bachelor's degree in Business Management obtained in 2017. He currently holds his FINRA Series 65, as well as Life and Health Insurance Licenses

Languages available

English

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • Series 65
    The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
    The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
  • Life/Health Insurance License
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University of Massachusetts, Dartmouth

Brian can meet at these stores

Investment Solutions

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TD Automated Investing Plus
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TD Investment Services (US)
TD Investment Services (US)
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Private Client Group
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