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CHARLES MCDONALD

CLU®, ChFC®, MSFS Financial Services Representative Financial Advisor
111 Continental Dr. Suite 305 Newark, DE 19713

Business Philosophy
My goal is to provide families and business owners with assistance in building their
financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Qualifications
• Financial Services Professional since 1979
• Licensed to sell Life & Health Insurance in DE, MD, PA, VA, WV, WC, FL, KY, SC
• Registered to offer securities products in DE, MD, PA, NJ, FL, VA, SC, NC, WV, OR, TN
• Licensed to sell Property & Casualty Insurance
• *2012-2019 FIVE STAR Wealth Manager Award, Delaware and Pennsylvania, December 2019 edition. Founded in Philadelphia

Organizations
• Lifetime Member Million Dollar Round Table
• Member and Past President of National Association of Insurance and Financial Advisors, DE
• Advisory Council to Delaware Insurance Commissioner 2000-2016
• Member and Past President of Society Financial Services Professionals (SFSP)
• Healthy Foods for Healthy Kids, Board Chairman 2018-2019

Personal
• Resident of Newark, DE
• Family: Married, with daughter
• Hobbies: golf, mountain biking and gardening
• University of Delaware graduate, BSBA
• The American College graduate, MSFS

Disclosure:
*The FIVE STAR Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.