Ed McGill

Role
Wealth Management Advisor CEO & Co- Founder of Mcgill Junge Wealth Management at Mcgill Junge Wealth Management
Location
Dallas County, IA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ed McGill

Our paths are not mapped; they’re made.” -Priya Ardis Did you know that 80% of…

Experience

  1. Wealth Management Advisor CEO & Co- Founder of Mcgill Junge Wealth Management

    Mcgill Junge Wealth Management

    May 1990 — Present

    I believe that in this world, especially in Iowa, your word and your work matter. At McGill Junge Wealth Management, we constantly strive to improve so that we may better ourselves and better serve our clients. Our continuous desire to master our craft has led to building a team of highly experienced and credentialed professionals who live to serve. We intentionally developed a multi-generational team in order to support our clients and their families for years to come. Our team is also deeply committed to our community through our philanthropic efforts. Please take a moment to review the organizations and volunteer work we participate in throughout the year. McGill Junge Wealth Management partners with Northwestern Mutual because we are in alignment with each other in ethics and values. Our clients put an enormous amount of trust in us to get their planning done the right way. We take that responsibility seriously and believe that Northwestern Mutual provides the best platform to support our clients’ goals while giving them peace of mind and clarity in working with us. Our clients gain unique access to a leading financial institution while also enjoying the advantages that can only be provided by a boutique wealth management firm. We specialize in navigating our clients through: • Comprehensive Financial + Retirement Planning • Tax Efficient Accumulation + Distribution Strategies • Investment Management • Life Planning If I can help you or someone you know, please contact me: or e••••••••@nm.com

Skills

  • Mutual Funds
  • Family Financial Planning
  • 401k
  • Distribution Strategies
  • Wealth Management
  • Small Business Planning
  • Executive Benefits
  • Tax Strategy
  • Stock Planning
  • Multigenerational Planning
  • Financial Independence
  • Money Market Funds
  • Business Planning
  • Insurance
  • Investments
  • Retirement Planning
  • Asset Management
  • Education Funding
  • Disability Insurance
  • Tax Efficient Planning
  • Life Planning
  • Succession Planning
  • Building Relationships
  • Risk Assessment
  • Predictable Income Streams
  • Project Management
  • Qualified Retirement Plans
  • Investment Strategies
  • Wealth Building
  • Business Development
  • Financial Services
  • Advisor Coordination
  • Finance
  • Professional Development
  • Comprehensive Planning
  • Financial Planning
  • Asset Protection
  • Estate Planning
  • Risk Management
  • Financial Analysis

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Ed McGill — Wealth Management Advisor CEO & Co- Founder of Mcgill Junge Wealth Management at Mcgill Junge Wealth Management in Dallas County, IA, US | Unifers