I provide Leadership for Baird's branches in the Mid Atlantic states. In addition, I, along with my partner, Jorge Diaz, am dedicated to managing the financial lives of other multi-generational families around the country. We focus on what matters to you on a personal level - a child's education, a new home or income in retirement - and develop an investment approach addressing your unique life. We will work with you to gain a full view of your financial resources. We will help you identify and prioritize your goals, and illustrate any trade-offs that may be necessary to fund your most essential goals first. As the market environment and your personal situation evolves, we will review and
Jim Mcguire
Managing Director, Branch Manager
Baird
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Managing Director, Branch Manager
Baird
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
Aug 7, 2024
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