Episode
Ep #293: Family Office to RIA with Lonniece McDonald
- Podcast
- New Planner Podcast
- Published
- Aug 21, 2026
- Duration seconds
- 1380
- Processing state
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Summary
How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up about how she discovered financial planning and earned her CFP, her transition from a large family-office environment to a smaller boutique RIA, and how internships helped her explore different areas of finance. Listen in to learn what she values about working with a smaller team, as well as what she believes newer planners should focus on as they build their careers. You'll also hear what has been central to Lonniece's development as a planner, her take on AI, and what we can do to increase awareness of the profession and encourage more women to pursue CFP careers. You can find show notes and more information by clicking here: https://tinyurl.com/mr2nhanz