Mark Macdonald Email & Phone Number

Mark Macdonald

President at Advanced Wealth Preservation | Short Hills, New Jersey, United States

Mark Macdonald Socials
About Mark Macdonald

As the President of Advanced Wealth Preservation, Mark Macdonald plays a pivotal role in guiding individuals and business owners throughout the U.S. in their retirement income and estate tax planning strategies. With a deep understanding of the complexities surrounding financial security, Mark leverages his expertise to educate clients on maximizing Social Security benefits, growing and protecting retirement principal, and creating stable income streams for their future. His firm specializes in tailored financial solutions that address the unique needs of each client, ensuring they have a comprehensive plan in place to navigate the intricacies of retirement.

Under Mark's leadership, Advanced Wealth Preservation has launched several key projects aimed at enhancing client education and engagement. These initiatives include workshops and webinars focused on tax-free retirement strategies, investment advice, and the benefits of indexed universal life (IUL) insurance as a personal pension solution. Mark's commitment to empowering clients with knowledge is evident in the firm's holistic approach to financial planning, which encompasses investments, insurance, and retirement planning specifically designed for business owners.

Mark's extensive skill set encompasses a wide range of financial advisory services, making him a trusted resource for those seeking to secure their financial futures. His dedication to providing personalized financial advice ensures that clients not only understand their options but also feel confident in their decisions. As a thought leader in the industry, Mark continues to stay ahead of market trends, enabling Advanced Wealth Preservation to deliver innovative solutions that meet the evolving needs of their clientele.

Mark Macdonald Work
1 experience icon

President at Advanced Wealth Preservation in October 2014 to Present

2 experience icon

Managing Partner at Sage Financial Partners in October 2011 to September 2014

3 experience icon

U.S. CEO at Firstlight Global in January 2006 to October 2011

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Mark Macdonald Skills

Retirement Planning

Risk Management

Legacy Planning

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Frequently Asked Questions about Mark Macdonald

What is Mark Macdonald email address?

Email Mark Macdonald at [email protected]. This email is the most updated Mark Macdonald email found in 2026.

How to contact Mark Macdonald?

To contact Mark Macdonald send an email to [email protected]. (updated on October 30, 2024)

What company does Mark Macdonald work for?

Mark Macdonald works for Advanced Wealth Preservation

What is Mark Macdonald's role at Advanced Wealth Preservation?

Mark Macdonald is President

What is Mark Macdonald's Phone Number?

Mark Macdonald's phone (201) ***-*195

What industry does Mark Macdonald work in?

Mark Macdonald works in the Advertising Services industry.

Mark Macdonald Email Addresses

Email Mark Macdonald at [email protected]. This email is the most updated Mark Macdonald email found in 2026.

Mark Macdonald Phone Numbers

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