Andrea Donaldson

MSH Capital Advisors LLC

Andrea L. Donaldson is the Executive Vice President of Retirement Plans for MSH Capital Advisors LLC and is registered with M.S. Howells & Co.
Andrea began her career in 1998 at a local Third Party Administration firm in Valley. She quickly developed a passion for retirement plans and recognized the benefit and value they bring to business owners and their employees. Over the years, Andrea gained extensive experience in the field, working at several companies and
taking on progressive roles and responsibilities relating to Retirement Planning services. She finds it an honor to help people save for their retirement and understands the importance of retirement plans in providing financial security for individuals. As the EVP of Retirement Plans with MSH Capital Advisors, Andrea brings a deep knowledge of retirement plan services to clients. She guides them in various aspects of retirement planning, including plan governance, investments, plan design, administration, and operational responsibilities. Her goal is to help clients run an efficient, compliant, and meaningful retirement plan program. Andrea specializes in company-sponsored retirement plans, including 401(k), 403(b), Profit Sharing, Defined Benefit, Cash Balance, NQDC (Non-Qualified Deferred Compensation), and 457 plans. She possesses a comprehensive understanding of these plan types based on her background and can provide tailored guidance
based on her client’s specific needs and goals. Andrea holds Series 6, 63, and 65 securities licenses and the AIF®* and CPFA®** designations