Drew McGuire

About Drew McGuire

I am a Senior Financial Advisor for MK Private Wealth, focused on providing wealth management solutions to high net worth corporate and medical professionals, private equity professionals, and attorneys, that are preparing for and transitioning to retirement. I also address the needs of the rising generation for many ultra-high net worth families our team represents. Together with my partners, we designed a consultative wealth management process to help successful individuals and families accomplish everything that is important to them. We work closely in collaboration to employ customized recommendations to address each client\'s unique needs and goals. Successful individuals and families work with us to- Develop and implement a comprehensive wealth management plan to help them achieve their goals- Make smarter decisions in today\'s uncertain political, economic, and social environment- Obtain an objective second opinion from a top wealth management team. Prior to rejoining MK Private Wealth in 2018, I served in an advisory and planning capacity at Plante Moran Financial Advisors where I worked with executives and business owners. Outside of the office, I serve as a Deacon and member at Christ Community Church in Sterling Heights, MI. I am also a member of the Praise Team at my local church. Outside of the office and community involvement, I love spending time with my wife, Samantha, and being on the golf course. I\'m also involved with many club affiliations as a member of the Detroit Athletic Club. Drew was named to the 2022 Forbes \"America\'s Top Wealth Management Teams- Private Wealth\" list as a proud member of MKG & Associates (Published on November 8, 2022. Rankings based on data as of March 31, 2022.*).*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Experience

1. Senior Financial Advisor, First Vice President

   Merrill Lynch

   Dec 2018 — Present

Education

• Oakland University

  Bachelor's Degree

Skills

• Portfolio Management
• Estate Tax Planning
• Investment Management
• Leadership
• Wealth Transfer
• Customer Relationship Management (Crm)
• Public Speaking
• Charitable Gift Planning
• Customer Service
• Financial Advisory
• Bloomberg Terminal
• Financial Modeling
• Teamwork
• Asset Allocation
• Banking
• Mutual Funds
• Financial Analysis
• Time Management
• Finance
• Financial Planning
• Investment Portfolios
• Financial Services