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Donald McCormick, CFP®, CRPC®

Donald McCormick, CFP®, CRPC®

Private Wealth Advisor

Followers of Donald McCormick, CFP®, CRPC®637 followers
location of Donald McCormick, CFP®, CRPC®Bohemia, New York, United States

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  • Timeline

  • About me

    Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ professional McCormick Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Education

    • Adelphi University

      -
      BA Business

    • SUNY Brockport

      -

  • Experience

    • Ameriprise Financial Services, LLC

      Oct 1987 - now
      Private Wealth Advisor

      Private Wealth AdvisorCERTIFIED FINANCIAL PLANNER™ professionalMcCormick Wealth Management GroupA private wealth advisory practice of Ameriprise Financial Services, LLC

  • Licenses & Certifications

    • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

      Certified Financial Planner Board of Standards, Inc.

    • CRPC® Chartered Retirement Planning Counselor℠

      College for Financial Planning

  • Honors & Awards

    • Awarded to Donald McCormick, CFP®, CRPC®
      Ameriprise Financial Hall of Fame - Jan 2021
    • Awarded to Donald McCormick, CFP®, CRPC®
      Ameriprise Circle of Success, 1996 - 2025 Ameriprise Financial
    • Awarded to Donald McCormick, CFP®, CRPC®
      Ameriprise Diamond Ring Club, 2008 - 2025 Ameriprise Financial