Focus: Insurance Strategies, Investment Strategies, Military, Retirement Income Planning, Charitable Giving, Business Succession Planning, Estate Planning, Financial Education, College Funding Strategies, Business Owners, Group Benefits, Retirement Strategies, Risk Management Strategies
As a Baystate Financial representative, David McDonald’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom and health. He is trained and licensed to provide holistic financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. David utilizes the team approach and draws upon the wealth of knowledge of his Baystate associates and specialists, to create custom designed financial strategies for his individual and business clients.
David holds a bachelor’s degree in engineering from the United State Naval Academy and a master’s degree in financial management from the Naval Postgraduate School. In addition, he received a certificate in financial planning from Bryant University.David is a retired naval officer. During his military career he served on cruisers, destroyers and aircraft carriers. Additionally, he assisted military leaders in reviewing and implementing retirement and compensation planning policies for military personnel.
David is an active member of the community serving as Rhode Island Federation President for the National Association of Retired Federal Employees. In his spare time, he coaches Little League Baseball and youth basketball in Portsmouth, Rhode Island.
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501 Wampanoag Trail Suite 200
East Providence, RI 02915