Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Carl "Brandt" McDonald, Jr

LPL Financial Branch Manager

334.387.0094

334.387.0098

Brandt combines his extensive knowledge with a desire to provide comprehensive wealth management services that help families develop purpose for their wealth.

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Chris advises clients on all financial related issues, and he is proficient in multiple securities classes such as mutual funds, closed-end funds, stocks, and bonds.

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In 2009 Lisa joined McDonald & Barranco Capital Wealth Management as an LPL Financial Advisor. The consultants provide access to a wide array of financial advisory and wealth management services through LPL Financial.

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Daniel L. Sloan, CFP (Dan) has 25 years of experience as a Financial Advisor serving with First Alabama Investments, Regions Investments and Morgan Keegan. Dan is a lifelong resident of Montgomery.

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Steven Clark

LPL Financial Advisor

In May 2013, Steve Clark joined McDonald, Barranco & Hagen for the Dothan, AL area. Steve has over 17 years of experience as a financial advisor, most recently with BBVA Compass Bank.

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Jason Bryant

LPL Financial Advisor

Jason prepares and maintains financial plans for business owners, corporate executives, and retirees. He helps individuals and families position their 401k, stock option, ESOP, and pension plans.

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Jim Perry

Financial Advisor

(334)387-0094

(334)387-0098

Jim Perry was born in Auburn, Alabama. He graduated in 1985 from Auburn University with a BS in Business Administration with an emphasis in Marketing. Jim joined the firm in 2015 and brings a wealth of experience in the retirement plan...

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Austin Barranco

Financial Advisor

(334)387-0094

(334)387-0098

Austin Barranco joined the McDonald & Hagen Wealth Management team as a Financial Advisor in 2017 with a primary focus on achieving financial freedom for his clients, while adhering to the principles of trust, integrity, and respect....

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Tina McDowell

LPL Registered Sales Associate

In 1996 Tina became registered and gained her securities registration. Tina has gained critical knowledge about investments and the financial industry.

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Jennette L. Williams

LPL Registered Sales Associate

Jennette L. Williams has 15 years of experience in the financial service industry. She has been with the Sloan-Hagen Group the past 10 years. She became a Registered Sales Associate in 2007.

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Jennifer Hunt

LPL Sales Assistant

(334)387-0094

(334)387-0098

Jennifer joined the McDonald and Hagen Firm in 2014 as an LPL Sales Assistant. Jennifer is a native of Montgomery, graduated from Trinity Presbyterian School and went on to study business administration at Troy University. Jennifer’s...

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