Jeff McDonald chose Raymond James & Associates, Inc., after 15 years' experience as a financial advisor with Smith Barney. Jeff focuses on supporting retirees' lifestyles by creating strategies designed for income and building assets. Using the comprehensive range of financial resources provided by Raymond James & Associates, Inc., Jeff is up to date on today’s vast array of investment options and combines that knowledge with the kind of personal service that each investor has the right to expect from his or her financial advisor. Jeff has a well-deserved reputation for taking the time to understand each client’s retirement dreams and then formulating a financial plan that offers personalized investment alternatives. In their free time, Jeff and his wife Terri live in Marion County, Florida, and enjoy boating. Jeff is almost a Florida native in that he and his family have been Florida residents for more than 40 years and Ocala residents the past 20-plus years.
Jeff is a graduate of Florida State University. He holds both Series 7 and Series 63 securities registrations. He is also licensed to provide life and long-term care insurance as well as fixed and variable annuities.