Thomas McDonald, CFP®

Managing Director

Tom McDonald serves individual investors and manages the South Carolina presence of United Capital Financial Advisors. His approach helps clients identify, prioritize, and work through the trade-offs that affect all areas of their lives and finances, and help them live the lives they want.

Tom founded McDonald, Cox & Klugh in 1991, and joined what is now United Capital in 2015.

Tom is a CERTIFIED FINANCIAL PLANNER™ and graduated from the University of South Carolina.

Tom enjoys spending time with family and friends, running, cycling, golf and boating.

Check the background of this investment professional on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Lion Street Financial

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