Located in Merritt Island, available by appointment
in Cocoa Beach, Indian Harbour Beach and Patrick AFB branches.
Philip J. MacDonald, Financial Advisor
"It is important for me to develop a Financial Plan that provides solutions to meet the members’ Financial Goals."
Registered Securities Licenses
Series 7 General Securities Representative
Series 63 Uniform State Law
Series 65 Investment Advisor
Additional Qualifications
AAMS Accredited Account Management Specialist from the College of Financial Planning
Florida Insurance Agent
Life, Health and Variable Annuity
License #A161343
Education
B.S. Business Administration, Merrimack College, N. Andover, MA
Previous Experience
Philip has a strong background in business with 12 years in the Financial Services Industry. His experience includes years with both Morgan Stanley in Washington, D.C. and Legg Mason in Florida. While he was with Legg Mason Philip earned their well known Wealth Management designation. You will find Philip’s experience to be a valuable asset to you and your financial plans; let him put it to work for you today.
*For tax advice, consult a qualified tax professional.
Products and services offered through CUSO Financial Services, L.P., are
not NCUA or NCUSIF insured, not credit union guaranteed, and may lose value.
Financial advisors are employees of Space Coast Credit Union and registered
representatives of CFS. Space Coast Credit Union is in partnership with
CFS. (Member FINRA/SIPC)
