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Our financial advice team


Walt McDonald Ameriprise Financial Advisor

Walt McDonald

APMA®

Financial Advisor

Associate Vice President
Multi Gen Advisory Group
27
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.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies

Interests

  • The biggest thrill in life, for me, is spending time with my wife of 41 years, Deb, and our children and five grandchildren.
  • For the past 17 years, I have played golf every Wednesday with 18 friends. My closest friend and I take our wives out to dinner together after Wednesday night golf.
  • I am an avid "flats" fisherman and try to get out on the boat as often as possible.
  • My wife and I are very active in youth ministry. We help organize mission trips, youth conference trips and weekly issue nights.
  • Bird watching
  • I love the outdoors and enjoy many sports such as hiking, bike riding, golf, and both snow and water skiing.

Community participation

I have been very busy as an active volunteer for Hospice and a board member of other local non-profit organizations. I am also very active in church ministries at Our Lady of Light in South Fort Myers, and serve on the finance council.

Qualifications

  • FINRA Series 6
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65

Professional associations

  • Member - HRMA - Human Resources Managers Association
  • President of the Board - Diamond Professional Centre POA
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