Tag: Jason McDonald

Wells Fargo Advisors LGBT Insight: What is the Accredited Domestic Partnership Advisor Designation

Jason McDonald, Accredited Domestic Partnership Advisor and Vice President Investment Officer, Wells Fargo Advisors in Austin, Texas, addresses the unique financial challenges faced by domestic partners. This is the fifth article in a continuing series. When I tell someone that I hold the Accredited Domestic Partnership Advisor (ADPA) designation, I…

Wells Fargo Advisors LGBT Insight: Domestic Partnership Financial Checklist

Jason McDonald, Accredited Domestic Partnership Advisor and Vice President Investment Officer, Wells Fargo Advisors, addresses the unique financial challenges faced by same-gender partners. This is the second article in a continuing series. In last month’s column, we explained why investment planning for same-sex couples is often more complicated than it…