William Malcolm Macdonald

Current Employers

Employment History

• 10/1985 → Present
  William Macdonald Cpa
  Portsmouth, NH
• 04/2002 → 09/2025
  Avantax Investment Services, Inc.
  Portsmouth, NH
• 08/2002 → 09/2025
  Avantax Advisory Services
  Portsmouth, NH
• 05/2011 → 12/2021
  Mildred Tesar Trust Fbo Susan Tesar
  Portsmouth, NH
• 08/2019 → Present
  Fiduciary Appointment
  Portsmouth, NH
• 07/2019 → Present
  Fiduciary Appointment
  Portsmouth, NH
• 03/2020 → Present
  Fiduciary Appointment
  Portsmouth, NH
• 01/2024 → Present
  Tsswmm Financial Group
  Portsmouth, NH
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Tswm Advisory Group
  Portsmouth, NH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Babcock Ranch, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Portsmouth, NH

Previous Registrations

• 2002-08-23 → 2025-09-05
  Avantax Advisory Services
  Portsmouth, NH
  Bradenton, FL
  Babcock Ranch, FL
  Dallas, TX

Other Businesses

1) Fiduciary Appntmnt-Ttee Porstmouth~NH~12/15/2014~2hrs~2hrs~My duties include making quarterly distribution to the trust 2) W. MacDonald, CPA~Portsmouth~NH~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1985~40hrs~40hrs~Accounting services, registered agent services and income tax preparation 3) Blouin Realty Inc.~Seabrook~NH~Accounting~Financial Advisor/Consultant~4/22/2016~2hrs~2hrs~Paying bills, making deposits for this real estate holding company; 4) The Rattle Group LLC~Seabrook~NH~Accounting~Financial Advisor/Consultant~4/22/2016~2hrs~2hrs~Paying bills, making deposits for this real estate holding company. 5) Japan-America Society of NH~Portsmouth~NH~Other~Member of the Board of Directors~1/1/1998~1hrs~1hrs~Treasurer 6) Fiduciary Appntmnt-Ttee~Portsmouth~NH~~6/27/2018~5hrs~5hrs~This trust will receive the proceeds from the sale of appx 330 shares of Ford stock, which will be distributed to four beneficiaries. Once distributed, the account will be closed 7) Fiduciary Appntmnt-Ttee~288 Harbor Road~Rye~NH~6/26/2018~5hrs~5hrs~I will oversee the management of the investments and will pay any trust related expenses as requested by the grantor or are otherwise necessary trust expenses 8) PORTSMOUTH WEALTH MANAGEMENT; RR; DBA - Avantax Financial products are offered; NIR; HRS 0; HRS 1; 08/31/2017; Portsmouth NH; DBA - Avantax Financial products are offered through this DBA. 9) ESTATE OF LORAYNE DODGE; Personal Rep; Lorayne Dodge passed away this morning (April 6, 2022). She named me in her will as her Personal Rep; NIR; 10hrs; 10hrs; 04/06/2022; 75 Congress Street, Ste 204, Portsmouth NH 03801; House and personal property to be sold and bank accounts liquidated 10) RITA DAVIS TRUST; Trustee; As trustee I would make distributions to beneficiary and/or pay expenses on behalf of this beneficiary; IR; HRS 5; HRS 5; 10/21/2022; 75 Congress Street, Ste 204, Portsmouth NH 03801; Accounts to be moved to Avantax FP, checking account to be established to enable to payment of expenses for bene 11) JOYCE M. TROY REVOCABLE TRUST OF 2007; Trustee; Fiduciary Appointment; NIR; HRS 5; HRS 5; 06/26/2018; 288 Harbor Road, Rye NH 03870; I will oversee the assets and will pay any trust related expenses as requested by the grantor 12) DENYSE P. SIMPSON REVOCABLE 1996 TRUST; Trustee; Fiduciary Appointment; NIR; HRS 3; HRS 0; 07/31/2019; 579 Sagamore Ave, Unit 73, Portsmouth NH 03801; Client wants me to be available to continue to do this as she ages and if her health changes. Her brother and nephew are income beneficiaries of this trust with the remainder being payable to a charity. 13) MORGAN RAY BYRNE 2008 TRUST; Trustee; Fiduciary Appointment; NIR; HRS 5; HRS 0; 08/12/2019; 75 Congress Street, Portsmouth NH 03801; I will serve as co-trustee with the family attorney. The primary duties will be investment management. 14) MILDRED TESAR TRUST FBO KAREN ERVIN; Trustee; Fiduciary Appointment; NIR; HRS 2; HRS 2; 05/13/2011; 75 Congress St, Portsmouth NH 03801; I am in regular contact with David Tesar regarding distributions to beneficiary and trust investments. 15) TSSWMM FINANCIAL GROUP; Financial Advisor; Merger of my wealth management practice with TSS Wealth Management; NIR; HRS 160; HRS 130; 01/18/2024; 75 Congress Street, Ste 204, Portsmouth NH 03801; Provide wealth management services for my clients 16) ESTATE OF STEPHEN TROY; Executor; Administering the estate of Stephen Troy. NIR;HRS 10; HRS10; 02/26/2025; 75 Congress Street, Portsmouth NH 03801, United States; Sale home. He also owns bank and retirement accounts that will need to be liquidated. 17) TSWM ADVISORY GROUP; Wealth manager; Investment Advisory Firm providing wealth management and financial planning services. IR; HRS 160; HRS 130; 06/16/2025; 75 Congress St, Portsmouth NH 03801, United States; My primary duty is to meet with clients to establish their personal financial planning goals.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-08
• S63 Uniform Securities Agent State Law Examination
  1992-08-18

Designations

Other Names

• Bill Macdonald
• William Malcolm Macdonald