Office Phone: 765.742.7366

Jim Macdonald, CFP®

Wealth Management Advisor

Jim specializes in helping individuals with their current investments and financial needs. He has given talks to various organizations on investing and managing risk. He has worked with college professors, professionals, and business owners in helping them create, enhance, and protect their investments and retirement assets.

Jim is a 1976 graduate of West Lafayette High School and a 1980 graduate of Purdue University with a Bachelor of Science in Management. Jim joined Gettings Reed Financial in 2007 to provide wealth management services and achieve client’s investment goals. Previous to joining Gettings Reed, Jim worked for Shearson Lehman Brothers as a financial consultant.

Education & Certifications

Purdue University, Mitchell E. Daniels, Jr. School of Business, Bachelor of Science, Management

Certified Financial Planner™, CFP® - Certified Financial Planner Board of Standards, Inc.

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)