Jessica McDonald (CFP®, MS)

Jessica McDonald focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Professional Athletes or Entertainers

Planning Specialties

Whether you're an ambitious athlete seeking to capitalize on a lucrative sponsorship deal, a seasoned professional ready to make your money work harder for you, or a devoted veteran preparing for a comfortable retirement - we've got you covered! Our mission goes beyond mere financial planning; it revolves around promoting financial literacy for EVERYONE and breaking down barriers that hinder financial success.

Additional Information

I'm here to empower you with the financial knowledge and strategies you need to turn your dreams into reality. So, if you want to build your wealth, accomplish your life goals, and create a financial future that exceeds your expectations, book your free consultation today.

NAPFA Start Date

July 27, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6150 English Village Lane Birmingham, AL 35242 Phone: (205) 427-3363