Paul McWane
Financial Advisor | Craddock McWane Craddock Group
- Role
- Financial Advisor & Branch Manager Certified Private Wealth Advisor at Baird
- Location
- Lynchburg, VA, US
- LinkedIn followers
- 500 followers
About Paul McWane
At The Craddock McWane Craddock Group our mission is to help our clients develop plans to achieve their financial goals by accumulating, growing and preserving their assets. We work in partnership with clients to establish a long-term, disciplined investment strategy. We aim for a balanced portfolio mix, designed to fit unique situations and focus on achieving long-term goals.Certified Private Wealth Advisor® (CPWA): The CPWA designation is a professional credential for financial advisors who understand how to identify and analyze financial challenges, develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth, according to the goals and objectives of the client.Investment Management Consultants Association (IMCA) grants the CPWA credential to advanced managers and advisors who successfully complete the experience, education, examination, and ethics requirement of the program.
Experience
Financial Advisor & Branch Manager Certified Private Wealth Advisor
Jan 2010 — Present · Lynchburg, VA, US
Over 23 years in Financial Services Industry. Below is a list of services that we offer:Investment Management Services- Diverse Portfolio Management - Cash Management- Private Equity and Asset Management- Brokerage Services- Complete Advisory Solutions - Alternative InvestmentsFinancial Planning Services- Retirement Planning- Education Planning, Debt/Student Loan Optimization- Estate Planning- Wealth Transfer- Multiple Income-Flow Development Strategies - Legacy PlanningRisk & Liability Management- Income Security Strategies - Insurance Coverage Analysis - Wealth Stability
Education
Ferrum College
B.S. in Business Administration
1978 — 1982
Ferrum College
B.S. in Business Administration
Skills
- Investment Strategies
- Stock Market Analysis
- Forecasting
- Microsoft Office
- Retirement Planning
- Investment Management
- Asset Allocation
- Estate Planning
- Financial Analysis
- Portfolio Optimization
- Marketing Strategy
- Wealth Management
- Customer Service
- Economics
- Financial Modeling
- Social Media
- Financial Planning
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