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Our financial advice team


Jason Macdonald, Financial Advisor serving the Augusta, ME area - Ameriprise Advisors

Jason Macdonald

Financial Advisor

Atlantic Wealth Planning Group
20
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

  • Investment Management
  • Charitable Giving
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Education

  • B.A. University of Maine, Orono 2003 (Marketing)

Community participation

Bridgton Academy Board of Trustees, Kennebec Valley YMCA, Mt. A, Williams Cohen School, Maine Childrens Cancer Program, Casco Bay Youth Hockey, Merrymeeting Soccer Club, Brunswick Golf Club, Big Brothers Big Sisters Bath Brunswick, Maine Wild Youth Hockey, Brunswick Golf Club

Interests

Two Boys Caleb 12, Graham 8

Activities:

New England Amateur (2020), Maine Amateur Golf, Hockey, Soccer, Reading, Foodie, School, Family, and Friends