Emily McDonald, MBA

Emily McDonald is a Registered Representative of Securities America, Inc. and Investment Advisor Representative of Securities America Advisors, Inc. She currently holds FINRA Series 7 and 66 licenses as well as state insurance licenses. She brings her engineering training, business acumen, and big heart to relentlessly advocate for her family of clients.
 

Emily received her BS in Mechanical Engineering at Oregon State University in Corvallis, Oregon. She began her career as a Healthcare Engineering Executive where she thrived and excelled over a ten-year tenure. Here, she earned her MBA education in the trenches, and on paper from Oregon's Marylhurst University. Her hard work, dedication, and reputation for integrity earned her the title of Principal Engineer for several offices of the Department of Veterans Affairs across the US. Emily sought out opportunities that would allow her to apply her experience with complex capital asset management but with an emphasis on helping individuals achieve personal successes and spark local community impact. Thus, she began her financial advisory practice in 2013.
 

Because of her intense corporate experience, Emily understands first-hand what it is like to be an
individual having the best of intentions and investment skill, but not having the time and bandwidth to
take on the major responsibility of financial planning without a trusted advisor team. Building on personal experiences with death in family, estate and insurance issues, and elder care, she has become a walking, talking champion for getting critical planning done in every circumstance, and getting it done right.  Her genuine interest in and strong advocacy for her network has served her well, and allows her to cultivate very strong lifelong business relationships with her clients. She is thrilled to be partnered with the caliber of her partners at Single Point Financial Advisors and Securities America.

 

You can catch up with Emily at the office, or read her insights on personal finance over at http://www.ermcdonald.com