Fort Myers, FL Office
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McDonald Partners LLC
Team
Firm-wide stats for McDonald Partners LLC
About
McDonald Partners serves individual (including high‑net‑worth) and institutional clients — banks, pension and deferred compensation plans, trusts, estates, foundations, charitable organizations, and business entities — offering investment management and financial planning alongside pension and defined‑benefit consulting and brokerage services. Engagements can be structured as discretionary or non‑discretionary portfolio management, one‑time or subscription financial planning, and participation in wrap or advisor programs.
The firm takes a customized approach, tailoring portfolios to client objectives and using fundamental, technical, and cyclical analysis across multiple platforms, including an in‑house large‑cap “Core” strategy and RBC‑sponsored advisor and UMA offerings. McDonald Partners also sponsors and advises pooled investment vehicles through an affiliated manager, applies formal valuation policies to illiquid fund holdings, and may waive advisory fees on client investments in those funds under specified offset arrangements.
What distinguishes McDonald Partners from many peers is its dual role as an investment adviser and affiliated broker‑dealer: some financial advisors are registered representatives who may receive commissions and sell insurance products, and the firm has acted as placement agent, sponsor, and manager for private funds. The firm has in the past settled SEC and FINRA enforcement matters related to private fund placements and supervisory deficiencies, resulting in monetary sanctions and agreed‑upon compliance remediation.
Based on McDonald Partners LLC
Expertise
Based on McDonald Partners LLC
Location
Fort Myers FL
Advisors at this office
3
Advisors at this office
Michael M
Series 63, Series 65
Fort Myers, FL
McDonald Partners LLC
Michael McGrail is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with McDonald Partners since 2011. In addition to his advisory role, he is a licensed insurance agent selling life, health, casualty, and long-term care insurance. McDonald Partners LLC serves a diverse client base that includes individual investors as well as institutional clients such as pension plans, foundations, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, including affiliated private fund management.
Ted S
Series 63, Series 65
Fort Myers, FL
McDonald Partners LLC
Ted Stone is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Stone serves as Vice President of the Farwell Lake Riparian Association, a nonprofit organization. McDonald Partners LLC serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options alongside private fund management through affiliated entities.
Russell W
Series 63, Series 65
Fort Myers, FL
McDonald Partners LLC
Russell Wood is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Wood serves as a board member for The Victory Center, a nonprofit organization focused on fundraising. McDonald Partners LLC serves a diverse client base, including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a network of Financial Advisors, combining advisory and broker-dealer activities along with affiliated private fund management.
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