McDonald and Hagen Wealth Management Employee Directory

Financial ServicesAlabama, United States11-50 Employees

McDonald and Hagen Wealth Management operates in the financial services sector, offering comprehensive wealth management backed by professional experience, knowledge of financial markets, and awareness of global economic trends. The firm emphasizes time-tested values such as trust, integrity, and client-centered service, aiming to support clients and their families in identifying and pursuing long-term goals. Based in Montgomery, Alabama, the company serves individuals seeking guidance and ongoing advisory support to manage and grow their wealth over time.

With a stated focus on delivering steady, lifelong service, the organization positions itself as a trusted advisory partner within the wealth management landscape. Its client-centric approach centers on understanding client objectives and providing a disciplined, long-term plan to help navigate financial decisions across varying life stages. The firm operates with a modest, regional footprint and provides professional financial guidance within the broader context of the industry.

Find McDonald and Hagen Wealth Management employees' phone numbers or email addresses

McDonald and Hagen Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

McDonald and Hagen Wealth Management's Leadership

  • Stylized image of a person
    D. M.
    Owner
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  • Stylized image of a person
    E. M.
    Independent Lpl Financial Advisor
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  • Stylized image of a person
    Y. C.
    Bookkeeper
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    P. Z.
    Administrative Assistant
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  • Stylized image of a person
    S. M.
    Certified Financial Planner™ & Lpl Financial Planner
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McDonald and Hagen Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from McDonald and Hagen Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
    United StatesGeorgia
    Jun 27, 2026
  • Stylized image of a person
    E. M.
    Independent Lpl Financial Advisor
    Phone icon
    United StatesOregon
    Nov 25, 2025
  • Stylized image of a person
    Y. C.
    Bookkeeper
    Phone icon
    United StatesNew Jersey
    Jun 24, 2026
  • Stylized image of a person
    P. Z.
    Administrative Assistant
    Phone icon
    United StatesGeorgia
    Oct 22, 2024
  • Stylized image of a person
    S. M.
    Certified Financial Planner™ & Lpl Financial Planner
    Phone icon
    United StatesOregon
    Jun 03, 2026

Frequently Asked Questions

What is McDonald and Hagen Wealth Management known for?

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McDonald and Hagen Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 350 Leavell Circle Montgomery, Alabama 36117 United States; you can contact the main corporate office by phone at . Explore McDonald and Hagen Wealth Management's company overview page for more information.

What is McDonald and Hagen Wealth Management's most common email format?

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McDonald and Hagen Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McDonald and Hagen Wealth Management email formats with LeadIQ.

How many employees does McDonald and Hagen Wealth Management have currently?

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McDonald and Hagen Wealth Management has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are McDonald and Hagen Wealth Management's key employees and leadership?

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As of December 2025, McDonald and Hagen Wealth Management's key employees include:

  • Owner: D. M.
  • Independent Lpl Financial Advisor: E. M.
  • Bookkeeper: Y. C.
  • Administrative Assistant: P. Z.
  • Certified Financial Planner™ & Lpl Financial Planner: S. M.

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