portrait of Chad McGuire

About Chad

I became a financial advisor because I enjoy helping and serving others. What I love most about my profession is that I'm able to improve the lives of our clients and colleagues, and together, better our community.

The clients I serve value a personal, customized and comprehensive approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.


How I Partner with My Clients

Serving my clients' best interest, without exception, is a responsibility I take very...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies

Work History

  • Edward JonesMay 2023 to Current
  • Trident University Int'lMarch 2022 to May 2023

Education

  • Trident Univ InternationalDoctorate

Personal Interests

  • Music
  • Technology
  • Woodworking
  • Sports Enthusiast
  • Car Restoration

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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