Debra McDonald, CFP® Joins TFC Financial Management

Veteran Advisor Brings Extensive Industry Experience

Debra McDonald, CFP® Joins TFC Financial Management

TFC Financial Management (TFC), an independent, majority employee-owned registered investment advisory and financial planning firm founded in 1980, announced that Debra S. McDonald, CFP®, has joined the firm as a senior client advisor.

Most recently, McDonald spent 13 years with Wingate Wealth Advisors in Lexington, Massachusetts, as a client counselor/financial advisor. Prior to that, she spent four years with Charles Schwab & Co. working with independent advisors and eight years with Fidelity on both the retail and institutional sides.

A member of the Financial Planning Association, McDonald is a CERTIFIED FINANCIAL PLANNERTM professional and holds a BS from Miami University in Oxford, Ohio.

“We are so pleased that Debra is joining our team,” said Renée Kwok, TFC president and CEO. “She shares our values about service excellence and has tremendous experience understanding clients’ needs and helping them achieve their goals.”


Founded in 1980, TFC Financial is a fee-only Registered Investment Advisor offering comprehensive financial planning and investment management to a select clientele. Owned by its principal employees, the Boston-based firm serves individuals, couples and families, as well as non-profit boards. For more information, visit

Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. Historical performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss of income and/or principal to the investor. 

Leslie Swid
Impact Communications

Source: TFC Financial Management


Categories: Financial and Insurance Services, Investments

Tags: Boston financial advisory, Debra McDonald, Renee Kwok, TFC Financial

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Leesy Palmer
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