John R. MacDonald

John R. MacDonald,

ChFC®, AIF® Financial Planner & Investment Adviser Representative

John MacDonald is a financial planner and investment professional with over 15 years of experience in the financial services industry. His approach to financial planning is rooted in empathy and clarity. He offers his clients the kind of experience he values most as a consumer – a thoughtful, no-pressure conversation designed to explore what a working relationship might look like. John takes the time to understand their values, goals and unique circumstances, then helps translate those into a personalized, actionable plan for financial flexibility and long-term confidence.

John holds the Chartered Financial Consultant® and Accredited Investment Fiduciary® designations, underscoring his commitment to ethical standards and client-first service. Affiliated with Raymond James Financial Services, he holds FINRA Series 7 and 66 securities registrations and is a licensed life insurance agent.

Much like his passion for competitive disc golf – a sport that requires strategy, focus and the ability to adapt to changing conditions – John’s financial planning process emphasizes thoughtful decision-making and long-range vision. Whether navigating a tight fairway or a major life transition, he understands that success comes from preparation, patience and clear execution.

Passionate about guiding individuals and young families through life’s financial milestones, John brings both professional expertise and personal insight to his work, especially since becoming a father in 2022. A native of Amesbury, Massachusetts, he now lives with his family in Sandown, New Hampshire. In their free time, they enjoy travelling to disc golf courses across New England.