Email: jim@gettingsreed.com
Office Phone: 765.742.7366
Jim Macdonald, CFP®
Financial Advisor
Jim has been helping individuals and businesses manage their investments and financial needs for decades. His expertise lies in guiding clients to create, enhance, and protect their investments and retirement assets. Over the years, Jim has worked with a diverse range of clients, including college professors, doctors, and business owners.
A proud graduate of West Lafayette High School (1976) and Purdue University (1980) with a Bachelor of Science in Management, Jim began his career as a financial consultant with Shearson Lehman Brothers. In 2007, he joined Gettings Reed Financial to provide wealth management services and help clients achieve their investment goals.
With a deep commitment to personalized service, Jim continues to assist clients in navigating the complexities of financial planning and investment management with confidence and clarity.
Education & Certification
Purdue University Daniels School of Business
B.S. Management
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™
Community Service
Downtown Gridiron Club - Board Chair
West Lafayette Schools Education Foundation - Board Member
Lafayette Urban Enterprise Association (Past Board Member)
Delta Delta Chapter of Sigma Chi House Corporation (Past Board Member)
Purdue Alumni Association Investment Policy Committee (Past Member)
United Way Allocations Committee (Past Chairperson)
Bauer Family Resources (Past Board Member)
West Lafayette Little League (Past Board Member)
Northwest Indiana chapter of the National Football Foundation and College Hall of Fame (Past Treasurer)
Community Foundation Marketing and Public Relations Committee (Past Member)
Lafayette Country Club (Past Board Member)
Leadership Lafayette (Past Board Member)
Sycamore Girl Scouts (Past Board Member)
YWCA Foundation (Past Board Member)
Downtown Business Center (Past Board Member)