
Paul MacDonaldemail
Vista Wealth Solutions - Delaware Office
New Castle, DE 19720
Professional Story
Paul MacDonald is a Financial Planner with Merrick Wealth in New Castle, Delaware, with eight years of experience helping individuals and families make informed financial decisions. He specializes in working with pre-retirees, families, and young professionals, providing guidance tailored to the distinct financial challenges of each life stage.
Paul helps clients build confidence in their financial lives through a client-focused planning process focused on clear decision-making and long-term outcomes. His client work centers on developing financial strategies that align with personal goals, evolving priorities, and future planning needs.
He works with individuals preparing for retirement, families managing competing financial objectives, and younger professionals establishing a strong financial foundation. His approach emphasizes ongoing relationships and practical financial guidance that supports informed choices over time.
Education
University of Maryland
Hobbies
Running, Golfing, Fishing, Spending time with family
Community Involvement
Fair Hill Church Softball Team
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, College Funding Strategies, Financial Education
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