People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Scott McDonald, MSFP, CFP®

Senior Vice President & Senior Wealth Advisor

Back To Bios

As a Senior Wealth Advisor and a Principal of The Colony Group, Scott helps clients set and achieve their personal financial goals by providing individualized financial advice and service. He is a CERTIFIED FINANCIAL PLANNER professional with over 15 years of experience, bringing expertise in taxation, asset allocation, and retirement planning to clients’ broad spectrum of wealth management needs.

Scott is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

Prior to joining The Colony Group, he served as a Client Service Officer in the Defined Contribution Services Division of State Street Bank where he supervised a group responsible for the management and oversight of group retirement plans. Before State Street, Scott held accounting and finance positions at Bank of Boston and Investors Bank & Trust Company. He earned a Master of Science in Personal Financial Planning from Bentley College and a Bachelor of Science in Accounting from Providence College. He is a 5-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*

In his free time, Scott enjoys spending time with his wife and their three sons. His hobbies include reading, fishing, golfing, and coaching youth sports.

*See important disclosures regarding awards and recognitions.