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Brent McDonald, AIF®
Tar Heel Wealth Management

Tel: 828-320-5295
1333 2nd Street NE Suite 303
Hickory, NC 28601
Tar Heel Wealth Management | Financial Advisor in Hickory ,NC

Personalized Financial Services


About Brent McDonald

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 today's increasingly complex financial environment by designing financial plans tailored to the client's specific goals and objectives. He currently resides in Hickory with his wife, Michelle.


About Tar Heel Wealth Management

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:   2-4
States Licensed in:   NC
Number of Years with Current Firm:   10
Work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Variable Life, Disability

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

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.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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
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