Tom McDonnell, CFP^®, CRPC^®, CRPS^®

Tom McDonnell, CFP®, CRPC®, CRPS®, joined Lido in early 2024. Tom began his wealth management career in 2007. He obtained the CERTIFIED FINANCIAL PLANNER™ certificate in 2012 and began to focus heavily on Financial Planning as a core element of his guidance process. Tom works with clients to understand their specific goals, investment experience and investment preferences. More importantly, Tom believes in educating clients about the value of diversification and asset allocation while still maintaining an individualized approach. 

Prior to joining Lido, 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 heavily on Equity Compensation programs and their integration into a Financial Plan and Investment Allocation. As a Branch Manager, Tom's team was consistently a high performing branch, earning Tom the Branch Manager Circle of Excellence award multiple times. 

Originally from Oregon, Tom studied at Washington State University. After graduating, Tom decided to make the Seattle area his home. 

Living an active lifestyle in the Pacific Northwest, Tom enjoys being outside and taking advantage of the mountains, rivers, and lakes whenever possible.