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Jim Mcguire

Managing Director, Branch Manager

Baird

United States, Pennsylvania, Philadelphia

About Me

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

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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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