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Westford

Rick Macdonald

MBA, CFA®, CFP®, MSF

Senior Wealth Advisor

238 Littleton Rd, Suite 201
Westford, MA 01886

Rick Macdonald

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Rick Macdonald

Professional Certifications

  • MBA – Master of Business Administration
  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MSF – Master of Science in Finance

About Rick

Rick brings over 15 years of experience in financial planning for high- net- worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. He has lectured about personal finance at local universities, including Boston University and Harvard Law School.

Rick has been quoted in publications including Money magazine, the Boston Business Journal, the San Diego Business Journal, the Jewish Advocate, and the Boston Metro and has been a guest on Bob McCormick’s Money 101 show on KNX news radio in Los Angeles. He was included in Boston Magazine’s list of “Five Star Wealth Managers” in 2010, 2011, and 2016–2020.

Education and Professional Milestones

-University of Massachusetts - BA in economics, summa cum laude

-Boston College - MBA and MS in finance

-Member of the Boston Security Analysts Society

-Spent three years as an adjunct professor in the Financial Planning Program at Boston University

-Worked at Mintz Levin Financial Advisors

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