Matt McDonald

  • Vice President
    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. Matt joined the firm in 2012 and has always had 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.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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