Jack McCauley
Silver Grove Financial Group Inc.
- Role
- Managing Director at Silver Grove Financial Group
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jack McCauley
Jack McCauley joined Silver Grove Financial Group as an wealth advisor in 2015…
Experience
Managing Director
Jan 2024 — Present · Orchard Park, NY, US
Education
University at Buffalo School of Management, The State University of New York
Bachelor of Business Administration and Finance (B.B.A.), Finance and Financial Management Services
2007 — 2012
Skills
- Financial Advisory
- Roth Ira
- Series 7
- Life Insurance
- Long Term Care Insurance
- Securities
- Finance
- Public Speaking
- Estate Planning
- Pensions
- Life, Accident & Health Insurance Certification
- Asset Allocation
- Mutual Funds
- Customer Service
- Risk Management
- Portfolio Management
- Fixed Annuities
- Long-Term Care
- Investment Advisory
- Series 66
- Management
- Wealth
- Asset Management
- Retirement Planning
- Iras
- Financial Services
- Retirement
- Bonds
- Strategic Financial Planning
- Disability Insurance
- Insurance
- Small Business
- Microsoft Office
- 401k
- Investments
- Hold Series 7
- Fixed Income
- Investment Strategies
- Alternative Investments
- Financial Analysis
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