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


This Office

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