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Heidi Lynn Vickers

McDonald Partners LLC

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About Heidi Lynn Vickers

Heidi Vickers is a licensed financial advisor in Ohio. Heidi is currently registered with McDonald Partners LLC. Before working at McDonald Partners LLC Heidi worked at MORGAN STANLEY SMITH BARNEY and MORGAN STANLEY & CO. INCORPORATED. Heidi is experienced in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Heidi Vickers is currently registered with McDonald Partners LLC. McDonald Partners LLC is an investment advisory firm based in CLEVELAND, OH. The firm, which was formed in April 2005, provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $1,115,223,985 in assets for 1,967 clients.
McDonald Partners LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114

$1.12B

Assets Under Management

20

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heidi Vickers’s Registration & Firm History

OH

02/10/2012 - Present

McDonald Partners LLC (Toledo OH)

OH

06/01/2009 - 07/25/2011

MORGAN STANLEY SMITH BARNEY (TOLEDO OH)

OH

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (TOLEDO OH)

OH

02/11/2005 - 04/02/2007

MORGAN STANLEY DW INC. (TOLEDO OH)

OH

06/01/2004 - 01/10/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

09/25/2002 - 06/02/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi Lynn Vickers.
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