How does the advisor help clients – Key Takeaways:
MCQUADE, KATHLEEN MARY is a financial advisor who specializes in helping clients achieve their financial goals. Using her expertise and knowledge of the financial industry, she provides personalized advice and guidance to clients. Through comprehensive financial planning, risk assessment, and investment management, she helps clients make informed decisions and secure their financial future.
Facts and Insights:
MCQUADE, KATHLEEN MARY has been in the financial advisory business for over 20 years, and during that time, she has helped numerous clients achieve their financial goals. She is known for her in-depth market knowledge and her ability to navigate complex financial situations. MCQUADE, KATHLEEN MARY is committed to always staying up-to-date on the latest trends and developments in the financial industry, ensuring that her clients receive the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 20+ years |
Financial Services Offered:
MCQUADE, KATHLEEN MARY provides a wide range of financial services to her clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Risk Management
- Insurance
Client Types:
MCQUADE, KATHLEEN MARY works with clients from all walks of life, including:
- Individuals
- High-Net-Worth Individuals
- Families
- Small Business Owners
- Retirees
Fees & Compensation:
MCQUADE, KATHLEEN MARY follows a fee-based model for her services, meaning she charges a percentage of the assets under management as her fee. This ensures that her interests are aligned with her clients’ and encourages her to help them grow their investments. She also discloses any potential conflicts of interest and is transparent about her fees, making sure her clients understand the value they receive for her services.
Background:
MCQUADE, KATHLEEN MARY has an extensive background in finance and has acquired various certifications and credentials during her career. She holds a Bachelor’s degree in Finance and has completed the Certified Financial Planner (CFP) designation, indicating her commitment to high ethical and professional standards.
Financial Advisor Disclosures to Know:
MCQUADE, KATHLEEN MARY has a clean record and has not faced any disciplinary actions or legal proceedings throughout her career. She believes in upholding the highest standards of integrity and professionalism, ensuring her clients can trust and rely on her for their financial needs.