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Chase M. Mcgill, Cfp® Csric™ is listed as A financial guide that passionately crafts and implements holistic financial strategies to maximize your wealth and realize your greatest life ambitions. at B. Riley Wealth Management, based in Marshall, Michigan, United States. AeroLeads shows phone signal with area code 517 and a matched LinkedIn profile for Chase M. Mcgill, Cfp® Csric™.
Chase M. Mcgill, Cfp® Csric™ previously worked as Independent Financial Advisor at B. Riley Wealth Management and Client Associate at B. Riley Wealth Management. Chase M. Mcgill, Cfp® Csric™ holds Bachelor Of Science: Business Administration, Personal Financial Planning from Central Michigan University.
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Security. Prosperity. Freedom.Embarking into a career within financial services, these words have always rung loudest when asked, "Why would you want to pursue that?" Reason being: throughout my life, I've had the opportunity to live through varying levels of financial well-being; witnessing firsthand the security and freedom that financial affluence allows, as well as the perils that poor financial management can bring. The byproduct of this upbringing is an acute understanding of the true value of financial stewardship: security, prosperity, and freedom. From that perspective, the purpose of my work is clear: to passionately assist individuals, families, and organizations in their pursuit of security, prosperity, and freedom.Specialty: values-aligned portfolio management.Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/capabilities/wealth/disclosures.
Listed skills include Public Speaking, Teamwork, Microsoft Office, Time Management, and 19 others.
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Memphis, Tennessee, US
Responsible for coordinating periodic review meetings & account rebalancing for 50+ households and total assets exceeding $45 million Assist the onboarding process by conducting client meetings for financial plan data gathering, in-person and over the phone Perform periodic security analysis on client portfolio holdings; quarterly for fund holdings and.
Memphis, Tennessee, US
Enhanced the client onboarding experience by implementing a 4-step process, focused on client education and service Interacted with clients through email, telephone and in-person meetings to resolve client inquiries and communicate pertinent information Collected and processed appropriate documentation for account openings and ongoing account maintenance
Memphis, Tennessee, US
Established a system for integrating financial planning software into the overall client experience and planning process Analyzed financial & non-financial information of 40+ households, crafting comprehensive financial plans for each Improved the effectiveness of the CRM system, through enhanced data gathering and scheduling processes
Mt. Pleasant, Michigan, US
- Contacted current and/or potential donors for monetary donations- Performed mock calls to improve objection handling and donor retention- Established daily & weekly performance goals, based on past production
Evanston, Illinois, US
- Assessed goals & priorities of member base; regarding financial decisions- Managed a semesterly & yearly operating budget- Continuously monitored member financial obligations
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Chase M. Mcgill, Cfp® Csric™ works for B. Riley Wealth Management.
Chase M. Mcgill, Cfp® Csric™ is listed as A financial guide that passionately crafts and implements holistic financial strategies to maximize your wealth and realize your greatest life ambitions. at B. Riley Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 517 for Chase M. Mcgill, Cfp® Csric™ at B. Riley Wealth Management.
Chase M. Mcgill, Cfp® Csric™ is based in Marshall, Michigan, United States while working with B. Riley Wealth Management.
Chase M. Mcgill, Cfp® Csric™ has worked for B. Riley Wealth Management, Central Michigan University, and Sigma Alpha Epsilon Fraternity.
You can use AeroLeads to view verified contact signals for Chase M. Mcgill, Cfp® Csric™ at B. Riley Wealth Management, including work email, phone, and LinkedIn data when available.
Chase M. Mcgill, Cfp® Csric™ holds Bachelor Of Science: Business Administration, Personal Financial Planning from Central Michigan University.
Chase M. Mcgill, Cfp® Csric™ is listed with skills including Public Speaking, Teamwork, Microsoft Office, Time Management, Leadership, Teaching, Customer Service, and Social Media.
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