Touchstone is a Certified Financial Planner (CFP) professional at Oakwell Private Wealth Management. With two decades of experience in the financial services industry, Touchstone is dedicated to being a positive resource for the families he serves and takes pride in the trusted relationships he’s built with clients. A third-generation Aggie, Touchstone is a former student of Texas A&M University as well as a graduate of Belmont University in Nashville, Tennessee. He has grown a natural client base throughout his career, primarily comprising ranchers, landowners, and oil and gas producers. Working with this clientele shaped his views on financial planning and taught him the value of pr
Touchstone Mcdonald
Partner, Lead Private Wealth Advisor
Oakwell Private Wealth Management
United States, Texas, San Antonio
About Me
Profile Information
Partner, Lead Private Wealth Advisor
Oakwell Private Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Antonio
Texas
United States
Jul 30, 2024
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