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John A. McDonald Senior Financial Advisor

John A. McDonald

Senior Financial Advisor

John A. McDonald is a Senior Financial Advisor at Transform Wealth. John has over 30 years of experience in the financial industry having held roles in analysis, trading, and portfolio management. He specializes in helping individuals, families and trusts design and implement overall investment programs. Focused on clients achieving their financial goals, John works with clients to design customized investment strategies, and to manage these on an ongoing basis.

John began his career in investment accounting before transitioning to investment management in the early 1990’s. The bulk of his career has been spent managing high net worth and institutional assets. John has managed a $700 million dollar muni bond fund as well as managing both mid and large cap growth SMA’s.

John holds a Bachelor’s of Business Administration degree in Finance and Entrepreneurship from Baylor University and a Masters of Business Administration degree, finance concentration from the Cameron GSB at Saint Thomas University.

John has previously served as a deacon of Williams Trace Baptist Church, as well as a board member of a social media start up. John lives near Houston and enjoys spending time with his 3 adult sons.