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Our financial advice team


Paige Mcdonald, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Paige Mcdonald

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Soundview Financial Group
8
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

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Christian Financial Strategies
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.A. English Composition, History, Classics University of Washington, Seattle, Washington
  • M.A. Classics, Catholic University of America, Washington, D.C.

Professional associations

  • Christian Financial Advisor Network

Previous experience

  • Associate Financial Advisor - Puget Sound Wealth Strategies, Ameriprise Financial Services, Inc, 2018 - 2020

Community participation

Holy Rosary Parish and School - Member of the Pastoral Council, the Traditional Choir, and a lector. We have been parishioners since 2000 and have had children attending the school since 2002.

Interests

  • Gardening, tending our 15 fruit trees, and taking care of our backyard chickens
  • Spending time at our family beach cabin at Sunny Shores with my husband and our five sons
  • Transcribing Medieval Latin sermons
  • Participating in activities at our parish, Holy Rosary
  • Researching and documenting family history and geneology