Tom McDonnell, CFP®, CRPC®, CRPS®
Senior Vice President, Senior Wealth Manager
Tom works with clients to understand their specific goals, investment experience and investment preferences.
Joined Lido: 2024
Homebase: Bellevue
Professional Focus: Tom began his wealth management career in 2007. He focuses heavily on Financial Planning as a core element of his guidance process. Tom believes in the importance of educating clients about the value of diversification and asset allocation while still maintaining an individualized approach.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Education: B.S., Business Marketing, Washington State University
Previous Work Highlights: Tom spent a decade at E*TRADE from Morgan Stanley as a Corporate Services Financial Consultant and eventually a Vice President, Senior Retail Branch Manager. As a Corporate Services Financial Consultant, Tom's role focused on Equity Compensation programs and their integration into a Financial Plan and Investment Allocation.
Personal Facts: Living an active lifestyle in the Pacific Northwest, Tom enjoys being outside and taking advantage of the mountains, rivers, and lakes whenever possible.
