Brent McDonald, AIF^®
Tar Heel Wealth Management

Tel: 828-320-5295

1333 2nd Street NE Suite 303
Hickory, NC 28601

Personalized Financial Services

About Tar Heel Wealth Management

At our firm, we have the clientand only the clientin 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 thats 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.

General Information

Firm Start Year:		2018
No.of Employees:		2-4
States Licensed in:		NC

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types:

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways:

Via Phone, At my office, At your home, Video Conference, Via Email, At your office

Qualifications & Memberships

Insurance and Annuity Licenses:

Life, Health, Annuity, Disability, Variable Annuity, Variable Life

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Commissions, Flat Fee, Based on Assets, Hourly

Board Positions

Organization:

Family Guidance Center Hickory NC

Position :

Vice President

Duration :

01/2018-05/30/2026

Education

BS - Business Finance

Elon University - Elon, NC
05/2000-05/2004

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.

Brent McDonald

AIF^®

Brent earned his BS in business finance from the Martha & Spencer Love School of Business at Elon University. He has over 14 years of experience working with individuals and businesses helping them to meet their financial goals. His areas of focus include small business planning, retirement and income planning, estate planning and insurance needs. Brent enjoys helping clients simplify todays increasingly complex financial environment by designing financial plans tailored to the clients specific goals and objectives. He currently resides in Hickory with his wife, Michelle.

My Team

Julie Dixon

Julie Dixon Carroll has 27 Years in the Financial Industry. Ranging from IPO Management, Estate Planning, Small Company PSPs and Individual investing. Displaying her Uniform Securities License as well as Securities Representative License and Life/Health Insurance License; she has the opportunity to provide knowledge on numerous investment vehicles. She has served and continues to serve on numerous Community Boards, Counsels and Committees. She and her husband Michael live in Newton and ...more

Kenneth Kleva

Ken is a 36 year industry veteran. He has extensive experience working with individuals, small companies, insurance needs and estate planning. Ken is a long term member of the Hickory Kiwanis Club, where he has served as president and Lt. Governor. Ken has also worked with the United Way and the Chamber of Commerce. Ken and his wife Janice live in Hickory, and are members of the Corinth Church. They are proud parents of two adult daughters, Mary and Abigail.

Office Hours

	Mon.	9:00 AM - 6:00 PM
	Tue.	9:00 AM - 6:00 PM
	Wed.	9:00 AM - 6:00 PM
	Thu.	9:00 AM - 6:00 PM
	Fri.	9:00 AM - 6:00 PM

Research This Advisor

www.finra.org	www.sec.gov
www.sipc.org	www.aicpa.org

Brent McDonald, AIF® Tar Heel Wealth Management