Focus Financial Network continues to expand its national footprint, opening a new office in Winchester, Virginia, and extending its East Coast reach. The Focus Financial Network expansion marks the firm’s first presence in the mid-Atlantic. As part of its long-term national growth strategy, Focus Financial Network has also announced the hiring of veteran financial advisor Jennifer McDonald, QPFC to lead client services from the new office.
The registered investment advisor manages $9.5 billion in assets and continues to expand its reach beyond the Midwest. The new office also speaks to the firm’s commitment to partner with experienced professionals who embrace the firm’s client-centered financial planning philosophy.
Jennifer McDonald brings to the organization over 23 years of experience in the wealth management industry. She chose Focus Financial Network because of its strong reputation, operational strength and continued growth. The firm is also supported by Osaic, Inc., one of the largest providers of wealth management strategies in the country.
“Joining Focus Financial Network allows me to take my practice to the next level, while continuing to provide a high level of service clients have always received,” said McDonald. “I’m excited about what this means moving forward and the opportunity to continue serving the Winchester community.”
McDonald’s appointment supports the firm’s broader strategy to strengthen its advisory network while expanding into new regional markets. Consequently, clients in the Mid-Atlantic region will gain access to the firm’s comprehensive financial planning services and wealth management expertise.
Expansion Supports Long-Term Growth Strategy
Focus Financial Network continues to position financial planning at the center of its business model. Therefore, the company seeks advisors who value long-term client relationships and personalized financial guidance.
“Jenn’s commitment to financial planning and exceptional client service makes her a natural fit for Focus Financial Network,” said John Bina, President of Focus Financial Network. “As we continue expanding beyond the Midwest, we’re focused on collaborating with experienced advisors who share our planning-first philosophy and long-term commitment to helping clients achieve their financial goals.”
The firm’s latest expansion is proof of its continued dedication to investing in experienced professionals who can help clients navigate each stage of their financial journey. The move also reinforces its commitment to delivering planning-driven wealth management solutions in new geographies.
McDonald has lived in Frederick County for 34 years and has experience in financial planning and investment advisory services. Her practice focuses on retirement income planning, investment management, distribution planning and risk management. She helps individuals and families prepare for changing financial needs and build lasting financial confidence.
Jennifer McDonald brings community leadership expertise to the table
McDonald is also active in the Winchester community outside of her work. She is now vice chair of the Winchester Medical Center Foundation Board. She also has served the organization as a volunteer for over 15 years.
She is an active Girl Scout leader and supports a number of community initiatives. McDonald and her husband Matthew have three children. Together, they continue to be involved in local activities and contribute to the continued growth of the Winchester community.
The opening of its new office in Virginia is another big milestone for Focus Financial Network. The expansion also enhances the firm’s presence on the East Coast and supports its strategy of providing personalized financial planning services through experienced advisors across the United States.
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News Source: Businesswire.com
