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Jayme M. McDonald, CFP®


Jayme M. McDonald, CFP®, Executive Director, joined Sterling Capital Management in 2013 and has investment experience since 2008. Jayme is head of client service and analytics, and previously served as intermediary client service manager. Prior to Sterling, she worked as a client strategy associate at Boston Financial Management. Jayme received her B.A. in Political Science and Legal Studies from the University of Massachusetts. She holds the Certified Financial Planner® designation.

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Area of Focus

  • Client Service & Analytics

Previous Experience

  • Boston Financial Management


  • B.A. University of Massachusetts

Affiliations and Professional Licenses

  • Certified Financial Planner
Jayme M. McDonald
Jayme M. McDonald, CFP®

Executive Director

Head of Client Service & Analytics

(704) 927-4172

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Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.