Tom McDonald, CFP®Vice President, Charleston
Tom McDonald, Charleston, serves individual investors and manages the Anderson office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. His approach helps clients identify, prioritize, and work through the trade-offs that affect all areas of their lives and finances, and help them live the lives they want.
Tom founded McDonald, Cox & Klugh in 1991, and joined what is now Goldman Sachs Personal Finance Management in 2015.
Tom is a CERTIFIED FINANCIAL PLANNER™ and graduated from the University of South Carolina.
Tom enjoys spending time with family and friends, running, cycling, golf and boating.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.