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Kamila Mc Donald

Advisor at Edward Jones — Ridgeland, SC

Updated today

Credentials

Series 66

Experience

4 years

Location

Ridgeland, SC 29936

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kamila Mc Donald is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at First Command Brokerage Services, Alida Hotel, and in other roles including at Belfords Seafood and Steaks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Ridgeland, SC

256 Russell St

Ridgeland SC 29936

Advisors at this office

1

Most active in

South Carolina · Texas

Work history

4 years of industry experience

Edward Jones

2023 - Present • 3 years

St. Louis, MO

Alida Hotel

2022 - 2023 • 1 year

Savannah, GA

First Command Brokerage Services

2021 - 2023 • 2 years

Fort Worth, TX

w8Shipping LLC

2017 - 2018 • 1 year

Savannah, GA

World Trade Center

2016 - 2017 • 1 year

Savannah, GA

Belfords Seafood and Steaks

2013 - 2023 • 10 years

Savannah, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William F

CFP®, Series 63

Ridgeland, SC

Dividend Assets Capital, LLC

William Ford is a CFP® with 27 years of industry experience, currently serving as an advisor at Dividend Assets Capital, LLC since 2019. His prior roles include positions at SQN Securities, LLC and American Century Investment Services, Inc. He is a non-voting limited partner in a non-investment related business consulting firm operated by his spouse. Dividend Assets Capital, LLC advises individual and institutional clients, focusing on discretionary portfolio management and financial planning. The firm emphasizes dividend-paying equities and midstream energy MLPs, offering customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Emily H

Series 66

Ridgeland, SC

Dividend Assets Capital, LLC

Emily Harding is a financial advisor at Dividend Assets Capital, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and several other financial firms. Dividend Assets Capital, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and manages both separate accounts and the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Marc S

CFA®, Series 63, Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Marc Saurborn is a CFA® charterholder with nine years of industry experience. He is currently with Dividend Assets Capital, LLC, where he has worked since 2022. Prior to that, he was with Private Advisor Group, LLC and Patrumin Investors, LLC. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, offering customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Donald H

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Donald Hingtgen is a financial advisor with Dividend Assets Capital, LLC, holding a Series 65 license and three years of industry experience. He has worked at T3 Trading Group, LLC since 2019 and operates Hingtgen AV Services, providing freelance audio engineering and event project planning for corporate and live music events. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Robert D

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Robert Dickson is a Series 65-licensed advisor with Dividend Assets Capital, LLC, bringing one year of industry experience. Prior to joining Dividend Assets Capital, he worked at Dickson Consulting, LLC and spent twelve years at Cardiac Assist, Inc. He also works as a sales representative for Sotheby's International Realty, earning commissions on referrals. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, and various institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through strategies such as Dividend Growth and Sustainable Dividend Growth, and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
user avatar

Joseph K

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Joseph Kilian is a financial advisor at Dividend Assets Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Dividend Assets Capital in 2025, he worked at Benefit Focus from 2015 to 2024. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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