Jane MacDonald, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jane MacDonald is a wealth management financial advisor based in Nashville, TN.

Jane joined CAPTRUST in 2022 from TrustCore Financial Services where she built her more than 25-year career and established herself in the industry by successfully serving the financial planning needs of individuals, multi-generational families, and entrepreneurs. Jane starts each day by following business-news, politics, and economics plus national and global affairs, remaining on top of events that can impact her clients’ goals and investments. She holds a Bachelor of Arts degree from the University of Waterloo, combined with management accounting training and the CERTIFIED FINANCIAL PLANNER ™ designation. Jane is a wife, mentor, and mother of three career-focused children. Outside of the office, you’ll find Jane spending time with her family, in the outdoors, hiking, and enjoying boating.

Education

  • Bachelor of Arts degree in sociology from the University of Waterloo

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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