Matt McDonald

  • Vice President
    917-746-4541
    matt@ajwealthllc.com
    Matt McDonald

    Matt is a Vice President at AJ Wealth, providing a high level of service by focusing on clients’ needs and adapting to changes in their lives. This includes asset management, income and estate tax planning and cash flow planning. Matt brings all of these financial aspects of a client’s life together to provide streamlined and holistic advice in a clear and concise manner. Matt graduated from John Carroll University in 2008 and began working for a multi-family wealth management firm shortly after. He brings 6 years of experience to the firm and has a strong focus on providing excellent financial counseling to clients. Matt currently holds FINRA Series 65 and is licensed for property, casualty, health and life insurance.

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Company Information

AJ Wealth
30 Broad Street, 29th Floor
New York, NY 10004
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

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