Mallory McGuire, Financial Advisor

Focus Areas

  • Values and Faith Based Investing
  • Charitable Giving
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Public Service Professionals
  • New Investors

About Mallory

I am a dedicated financial advisor with a unique background shaped by military service and law enforcement. I draw on years of discipline, leadership and strategic thinking developed in both the Army and the Air Force. I am passionate about helping my clients navigate their financial journeys with confidence and clarity. With a deep commitment to making a positive impact, I take pride in offering personalized financial solutions tailored to each client's individual needs and goals.

Growing up, money was never a topic of conversation in our household, and I saw first-hand how that lack of financial education impacted our...

Work History

  • Edward JonesSeptember 2024 to Current
  • Capital Group/American FundsAugust 2022 to September 2024

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