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Client Service & Analytics

Jayme McDonald, CFP®

Executive Director
Head of Client Service & Analytics

704.927.4172

Background

Jayme McDonald, CFP®, Executive Director, joined SCM in 2013 and has industry experience since 2008. Jayme is Head of Client Service and analytics and previously served as Intermediary Client Service Manager. Prior to SCM, 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.

Area of Focus

  • Client Service & Analytics

Previous Experience

  • Boston Financial Management

Education

  • B.A. University of Massachusetts

Affiliations & Professional Licenses

  • Certified Financial Planner
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