JonPaul McBride

Financial Planner

JonPaul joined Adviser Investments in 2019 as a financial planner. He began his career as a trustA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. administrator with Cumberland TrustA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. in Nashville, TN, and previously worked in wealth services at Daintree Advisors and North American Management in Boston. JonPaul graduated from Yale University, where he studied history. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017. JonPaul lives in Westwood, MA, with his wife, daughter and cockapoo, and he enjoys history podcasts, hiking and cooking.

View More