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Tom McDonnell,
CFP®, CRPC®, CRPS®
Senior Vice President, Senior Wealth Manager
Bellevue, WA
Tom McDonnell,
CFP®, CRPC®, CRPS®
Senior Vice President, Senior Wealth Manager
Bellevue, WA
Tom works with clients to understand their specific goals, investment experience and investment preferences.
Tom began his wealth management career in 2007. He focuses heavily on Financial Planning as a core element of his guidance process. Tom believes in the importance of educating clients about the value of diversification and asset allocation while still maintaining an individualized approach.
Tom spent a decade at E*TRADE from Morgan Stanley as a Corporate Services Financial Consultant and eventually a Vice President, Senior Retail Branch Manager. As a Corporate Services Financial Consultant, Tom’s role focused on Equity Compensation programs and their integration into a Financial Plan and Investment Allocation.
Living an active lifestyle in the Pacific Northwest, Tom enjoys being outside and taking advantage of the mountains, rivers, and lakes whenever possible.
B.S., Business Marketing, Washington State University
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