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Touchstone Mcdonald

Partner, Lead Private Wealth Advisor

Oakwell Private Wealth Management

United States, Texas, San Antonio

About Me

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

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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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