Kelly McGrath
Ironoak Wealth
- Role
- Director of Retirement Services at Ironoak Wealth
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Kelly McGrath
Since beginning her career in wealth management, Kelly McGrath has demonstrated an unmatched enthusiasm for educating herself and her clients on market conditions. She is the author of a monthly eNewsletter that details her observations on national and world economic climates and her outlook for investors. It is her unique ability to develop and maintain the strongest of relationships with clients, plan sponsors, record-keepers and third party administrators that makes Kelly such a critical component of the IRONOAK Team and indispensable to her clients.Industry regulations prohibit endorsements or testimonials for IronOak Wealth LLC or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by IronOak Wealth LLC a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through IronOak Partners, an affiliated company. IronOak Wealth LLC and IronOak Partners are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law
Experience
Director of Retirement Services
Jan 2018 — Present · Austin, TX, US
With a passion for plan design and investment analysis, Kelly assists businesses with the design,implementation and investment management of their employee and executive benefit plans. Hergoal is to help busy business owners attract, retain, and reward their best employees. Being part ofa team that works on succession planning for privately held business owners, she understands theimportance of retaining a stellar team. In 2017 she was nominatedas one of the Top Women Retirement Advisors.
Education
University of Maryland
Masters, Business Administration
2011
Saint Leo University
Bachelor of the Arts, Business Administration
2001
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.