Designations
- CERTIFIED FINANCIAL PLANNER® professional1
Work Experience
- Joined MAI Capital in 2009 and now serves as the Managing Partner, Wealth Management . He is also a member of the Operating Committee
- Began his career in 1999 and brings a wealth of knowledge in the areas of financial planning and investment management to his current and potential high net worth clients
- Focuses on a goals-based client experience, helping his clients determine the appropriate risk tolerance in their portfolios and creating a customized solution to meet their needs
- Oversees a team that operates in a 100% accountability structure that encourages a proactive, direct, and transparent communication style because he believes that to successfully serve their clients, advisors should have clear, attainable goals to work toward
- Was named one of Forbes Best-In-State Wealth Advisors in 2022 and in 2023
Life Outside of MAI
- Serves as the Vice President of the Apryle Showers Foundation
- Regularly competes in long course endurance events and has completed four full distance IRONMAN races
- Active role in the community coaching and mentoring youth sports
- Married to his wife Jenn and they share 4 children
Education
- University of New Hampshire
In April 2023, Albie MacDonald ranked 3rd out of 44 advisors listed in the Jacksonville region (Albie MacDonald ranked 5th out of 45 advisors listed in the Jacksonville Area). Information provided is based 6/30/22. Forbes’ Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Considered advisors have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Research summary (as of April 2023): 39,007 nominations received based on high thresholds and qualifications, 22,243 invited to complete online survey, 17,546 telephone interviews, 3,557 in-person interviews at advisors’ location, and 1,361 web-based interviews.
1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
