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Kelly Mcdonald Sr profile image

Kelly Mcdonald Sr

Owner/CEO at The McDonald Group, Inc. in Jackson, Tennessee
Intro Book
Experienced financial professional with expertise in investments, retirement planning, and insurance.
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Location
Jackson, Tennessee, United States, US
Languages
  • English -
Skills
  • Investments
  • Health Insurance
  • Medicare
  • Annuity Sales
  • Retirement Planning
  • Show all
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Bio

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Kelly Mcdonald Sr is a seasoned financial professional with 23 years of experience in investments, health insurance, and retirement planning. He has a strong background in sales and leadership, having held positions as Owner/CEO, Sales Manager, and Insurance Agent. Kelly holds multiple certifications, including CFP, RICP, CLU, ChFC, CASL, and LUTCF.

Credentials

  • CFP®,RICP®,CLU®, ChFC®, CASL®, LUTCF
    -

Experience

  • The McDonald Group, Inc. in Jackson, Tennessee
    • Jackson, Tennessee Area
    • Owner/CEO
      • Feb 2001 - Present
      • Jackson, Tennessee Area

      The McDonald Group has an established reputation for helping people age fifty and above reduce financial worry from their life. They specialize in working with people concerned about their financial future, whether they are just considering retirement or have already retired. The McDonald Group, ...

  • Bankers Life
    • Jackson, Tennessee Area
    • Sales Manager
      • May 1984 - Jan 2001
      • Jackson, Tennessee Area
  • Bankers Life And Casualty Co
    • Jackson Tennessee Area
    • Insurance Agent
      • Mar 1980 - May 1984
      • Jackson Tennessee Area

Education

  • 1973 - 1977
    University of Tennessee at Martin

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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