Team Member
Jeffrey Mcdonald
OWNER
- (727)489-4890
- JEFF.MCDONALD@GREENBRIDGEWM.NET
Jeffrey founded GreenBridge Wealth Management after 12 years with Morgan Stanley. Since 1991, he has served the needs of clients in the Wealth Management business. Prior to his time with Morgan Stanley, Jeffrey spent 16 years with Smith Barney meeting the needs of clients, where he was a Senior Vice President. Jeffrey graduated with honors from Villanova University in Pennsylvania.
“Asset allocation and risk management are two important factors for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more modern investment vehicles. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial and life goals.” – Jeff McDonald
“Asset allocation and risk management are two important factors for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more modern investment vehicles. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial and life goals.” – Jeff McDonald