Jennifer McDonald

Focus Areas

Financial Planning

Retirement Income & Distribution Planning

Investment Management

Risk Management

About the Financial Advisor

Jennifer McDonald brings over 20 years of specialized wealth management experience to her role as a Financial Advisor. Financial planning isn’t just about the numbers; it’s about your life. That is why Jennifer takes a truly holistic approach to the financial services she offers, ensuring that her clients’ wealth strategies support their personal values, family milestones, and long-term dreams.

Based in Winchester, Virginia, Jennifer focuses on serving retirees, business owners, and individuals in their peak wealth-building years. She serves her clients by helping them simplify the complexities of wealth management, protect what they’ve built, and gain total confidence in their financial future.

Education and Designations

• Series 6, 63, 65, and 7 licensed
• Life, health, and variable insurance licenses
• Qualified Plan Financial Consultant, QPFC
• B.B.A in Management and Marketing from Radford University

Personal Life

Jennifer appreciates spending her time outside of the office by staying involved in the local community and enjoying quality time with her family. She is an active Girl Scout Leader and volunteer with the Winchester Medical Center Foundation and is currently serving as a Foundation Board member. Jennifer and her husband, Matthew, have 3 amazing children.