MACDONALD WEALTH MANAGEMENT - Key Persons

Elizabeth Longmore-Pepoli

Job Titles:
  • Client Relationship Manager
  • Financial Advisor
Elizabeth is our Client Relationship Manager. She has an extensive background in customer service and sales. She has spent her career keeping executives and business owners organized and on course so that they can be successful. She takes pride in representing senior level management professionally and efficiently.

Katie MacDonald

Job Titles:
  • Certified Financial Planner
Katie MacDonald is a Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Divorce Financial Analyst (CDFA®), and NFLPA Registered Player Financial Advisor who loves finance, but loves helping people more. She can't wait to sit down with you, learn about your daily life, your struggles and worries, and your hopes and goals, then come up with a financial plan that will help you achieve your dreams.