Best Investors Account Sign in
Inactive

Lonniece Mcdonald

Highland Financial Advisors, LLC

Wayne, NJ

Claim This Profile
Current Employers
Highland Financial Advisors, Llc

1680 Route 23 Suite 210, Wayne, NJ 07470 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-27
  • NJ RA
    APPROVED
    Since 2026-05-27

Branch Locations

1680 Route 23 Suite 210, Wayne, NJ 07470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Financial Advisors, Llc Wayne NJ 02/2026 Present
Corient New York NY 07/2025 12/2025
Pathstone New York NY 12/2024 06/2025
Hall Capital Partners New York NY 06/2022 12/2024
Allstate New York NY 01/2022 06/2022
Morgan Stanley New York NY 06/2021 12/2021
Nyc Comptroller New York NY 06/2021 08/2021
Northwestern Mutual New York NY 01/2021 06/2021
Donorschoose New York NY 06/2020 08/2020
Full Time Student New Paltz NY 04/2016 06/2020
Suny New Paltz New Paltz NY 08/2019 06/2020
Full Time Student New York NY 08/2020 06/2021
  • 02/2026 → Present
    Highland Financial Advisors, Llc
    Wayne, NJ
  • 07/2025 → 12/2025
    Corient
    New York, NY
  • 12/2024 → 06/2025
    Pathstone
    New York , NY
  • 06/2022 → 12/2024
    Hall Capital Partners
    New York , NY
  • 01/2022 → 06/2022
    Allstate
    New York , NY
  • 06/2021 → 12/2021
    Morgan Stanley
    New York , NY
  • 06/2021 → 08/2021
    Nyc Comptroller
    New York , NY
  • 01/2021 → 06/2021
    Northwestern Mutual
    New York , NY
  • 06/2020 → 08/2020
    Donorschoose
    New York , NY
  • 04/2016 → 06/2020
    Full Time Student
    New Paltz, NY
  • 08/2019 → 06/2020
    Suny New Paltz
    New Paltz, NY
  • 08/2020 → 06/2021
    Full Time Student
    New York , NY
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
FOURSTAR WEALTH ADVISORS, LLC

Other Investors

BETH ELLEN BRADEN-CORN
MARK SZWAGULINSKI
WALTER JAY GOLCZEWSKI
JOHN PAUL BARBARY
ERIC R LEVENS
GEORGE RICHARD BARNES
NEIL FRANCIS BURKE
Maria Mark

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Wayne, NJ
TD PRIVATE CLIENT WEALTH LLC · Pompton Plains, NJ
CETERA INVESTMENT ADVISERS LLC · WAYNE, NJ
LPL ENTERPRISE, LLC · RIVERDALE, NJ
J.P. MORGAN SECURITIES LLC · Pompton Plains, NJ
EDWARD JONES · POMPTON PLAINS, NJ
HIGHLAND FINANCIAL ADVISORS, LLC · RIVERDALE, NJ
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · RIVERDALE, NJ

More in Wayne, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor