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Managing Director at Macaulay & Associates, LLC · I provide thoughtful financial planning, whatever your life stage.
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- Macaulay & Associates, LLC
- Fort Mill, South Carolina, United States
Managing Director at Macaulay & Associates. I very much enjoyed my time at Erskine by participating in the Philomathean Literary Society, Band, Tennis Team and two terms as a class officer. Upon graduation, I spent 15 years in the banking industry, primarily in small and regional banks.
David Macaulay (CRD# 3180789) is an Investment Advisor Representative working at Macaulay & Associates, LLC in Fort Mill, SC and has over 25 years of experience in the finance industry.
- 111 Clebourne Street, Suite 130, Fort Mill, 29715, SC
- (803) 802-7224
Our founder, David Macaulay, has served clients in the Fort Mill area for over 20 years. As he continues to expand the Macaulay & Associates team , his priority remains the same: offering unique solutions to individuals interested in learning more about their wealth.
Tax Planning Retirement. In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.
David Macaulay (CRD# 3180789) is an Investment Advisor Representative working at Macaulay & Associates, LLC in Fort Mill, SC and has over 24 years of experience in the finance industry. David Macaulay has taken additional exams to become a Certified Financial Planner (CFP®) .
macaulay & associates, macaulay, david, jarvis, macaulay & associates, llc View latest Form ADV filed Part 2 Brochures The adviser's REGISTRATION status is listed below.
