Brent McDonald- Financial Advisor Hickory, NC

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About Brent McDonald

At our firm, we have the client - and only the client - in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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General Information

Firm Start Year

2018

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

Education

BS - Business Finance

Elon University
05/2000 -05/2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888669/paladinregistry-Tar-Heel-Wealth-Management-detailed-disclosure.html

Disclaimer

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Tar Heel Wealth Management and Securities America are separates entities.

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Brent McDonald

Tar Heel Wealth Management