Meet The Team
The team behind PGI Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Paul C. MacDonald
OWNER, CEO & FINANCIAL ADVISOR
Paul MacDonald is focused on helping clients create financial strategies to preserve their retirement assets and help ensure their money lasts a lifetime.
Paul has been in the investment industry for nearly 30 years. Through a combination of conservative advice and tax-saving strategies, he works with clients to help achieve their ideal life in retirement. His philosophy is preservation, growth and income strategies equal the key to financial confidence.
A retired U.S. Naval officer, Paul holds the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Enrolled Agent (EA).
Paul has two daughters — Ally and Brittany. Ally lives outside of Charlotte, North Carolina, and works for a technology company. She is married to Josh. Brittany and her husband, Zach, live in Connecticut and are parents to Paul’s three grandchildren — Sahara Jo, Gideon Atlas and Winona Rae. In his free time, Paul enjoys playing pickleball, and he is also an avid runner who has completed marathons in all 50 states and Washington, D.C.
The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
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The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
