Jeffrey McGuire

Wealth Advisor

As a Wealth Advisor, Jeff embraces a client-focused approach to become a trusted counselor to individuals, families, and small business owners to help them navigate their financial future. This approach builds upon thorough organization, protection, and planning with a clear focus on what’s most important to each. He finds nothing more satisfying than ‘making a difference’ by giving clients confidence in knowing they have a viable plan and are pursuing real results towards their financial goals. 

Key steps in the process are:

  1. Understand and organize their “Financial House.” 
  2. Ensure that protection is in place against those calamities that can take them backwards.
  3. Prioritize the key elements of pursuing their desired lifestyle & financial goals.
  4. Analyze and implement appropriate strategies.
  5. Routinely review progress and adjust as needed.

Jeff is an Investment Advisor Representative and holds the Series 7 with LPL Financial and Series 66 securities registration with Charlotte Wealth Management.  Within the insurance field, he is licensed to sell Life, Variable Life, Variable Annuity, Disability Income, and Long Term Care.

Phone 704-849-1001
Fax 980-299-0970