Title:

Financial Advisor

Branch / Location: Cleveland, OH

Email:
Phone: 216.912.1475

Brian McDonald brings extensive program management experience, coupled with a long history of customer service, to his role as Financial Advisor.

Brian also serves as the Executive Director of the Joan C. Edwards Charitable Foundation.  Here, he designed and administered medical education programming for Cleveland Metropolitan School District Students in partnership with University Hospitals and Case Western Reserve University’s School of Medicine.

Brian has a Master’s degree in Business Administration from Case Western Reserve University’s Weatherhead School of Management, and a Bachelor’s degree from Miami University. He is also Series 7 and 66 registered.

Brian lives in Shaker Heights, Ohio with his wife and two children.