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Our financial advice team


Brian Macdonald, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Brian Macdonald

MBA, CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Summit Private Wealth Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • CFP®- Certified Financial Planner - Professional
  • Series 7 - General Securities Representative License
  • Series 66 - Investment Advisory Agent and State Law Licenses
  • Life, Health, Variable Annuities Licenses

Education

  • MBA - University of St. Thomas, Master of Business Administration - Finance
  • BA - Carleton College, Bachelor of Arts Degree - Economics
  • HS Diploma - Breck School

Awards & recognition

  • Five Star Wealth Manager, 2013-2024

Professional associations

  • Financial Planning Association

Community participation

  • Edina Chamber of Commerce
  • Economic Club of Minnesota

Interests

  • Enjoy: reading, long-term thinking/action, new technologies, investing, digital photography, and LifeTime Fitness Club athletics.