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    Rick Macdonald

    Principal & Senior Financial Counselor at The Colony Group

    Rick Macdonald is a seasoned financial planning advisor with a focus on high-net-worth individuals and families.

    His expertise lies in comprehensive financial planning, investment management, retirement planning, education funding, insurance, tax strategies, and estate planning.

    Rick holds notable certifications including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).

    He has a strong educational background with degrees in Finance, Economics, Statistics, and Spanish from reputable universities like Boston College and the University of Massachusetts Amherst.

    With experience at The Colony Group, Mintz Levin Financial Advisors, and as an Adjunct Professor at Boston University, Rick brings a wealth of knowledge to his clients.

    Having a team of skilled professionals, The Colony Group excels in addressing various financial needs such as asset allocation, risk management, charitable giving, and more.

    If you are seeking personalized and strategic financial guidance, Rick Macdonald is a trusted advisor ready to assist you in managing your finances effectively.

    Rick Macdonald
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    Location

    Boston, Massachusetts, United States