Michael Mcfadden

Michael Mcfadden Email and Phone Number

Partner and Financial Advisor @ Castle Wealth Group
Davidson, NC, US
Michael Mcfadden's Location
Davidson, North Carolina, United States, United States
Michael Mcfadden's Contact Details

Michael Mcfadden work email

Michael Mcfadden personal email

About Michael Mcfadden

My mission is to serve my clients by creating a financial strategy built around their goals and expectations by providing them with investment options as well as solutions to manage the unforeseen risks that are a part of life.I was born in Pittsburgh, PA, moved to Bloomfield, CT when I was 10, and moved to Charlotte in 1991. I'm a graduate of Central Connecticut State University with a degree in Finance and Accounting. I have my FINRA Series 7 and 66 registrations as well as my Life, Health, and Long-Term Care insurance licenses.I would love to connect with individuals who are:• Have questions regarding their retirement and/or investment strategies• Passionate about serving others and involved in the community• CPA's and Estate Planning Attorneys looking for a partnership with a Financial Advisor• Business owners looking to put time back in their lives to discuss our Personal CFO model• Members of F3Please reach out to me with any questions or if you would like to connect. You can easily reach me at mmcfadden@castlewealth.comYour financial future is in your hands and I would welcome the opportunity in helping you achieve your financial goals!Securities and advisory services are offered through Centaurus Financial Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer, and registered investment advisor. The representative associated with this site may only discuss/transact business in the following states: CA, CO, FL, GA, MO, NC, NY, OH, PA, SC, VA. Castle Wealth Group, LLC and Centuarus Financial, Inc. are not affiliated.

Michael Mcfadden's Current Company Details
Castle Wealth Group

Castle Wealth Group

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Partner and Financial Advisor
Davidson, NC, US
Website:
castlewealth.com
Employees:
8
Michael Mcfadden Work Experience Details
  • Castle Wealth Group
    Partner And Financial Advisor
    Castle Wealth Group
    Davidson, Nc, Us
    View
  • Castle Wealth Group
    Partner / Financial Advisor
    Castle Wealth Group Jun 2021 - Present
    Mooresville, North Carolina, United States
    View
  • Gcg Wealth Management, Inc
    Financial Advisor
    Gcg Wealth Management, Inc Jan 2012 - Jun 2021
    9115 Harris Corners Pkwy., Ste 250, Charlotte, North Carolina 28269
    I work with families to create financial strategies built around their goals and expectations so that they may achieve their dreams and are able to provide a legacy for their loved ones.www.gcgwm.com
    View
  • Vision Capital & Management
    Investment Operations Manager
    Vision Capital & Management 2004 - 2011
    Davidson, Nc
    Responsibilities include management of investment operations and all accounting functions. Key contributor to the investment team by providing quantitative and qualitative analysis and research of various investment vehicles. Contribute to the development of various portfolio models and portfolio construction. Responsible for all trading activity in client accounts. Manage client investment portfolios.
  • Global Project Solutions, Llc & Hcx International Development Partners
    Vp Of Operations & Controller
    Global Project Solutions, Llc & Hcx International Development Partners 2003 - 2004
    Huntersville, Nc
    Responsibilities included planning and directing all of the functional activities of the company including marketing, sales, accounting, technical support and general administration. Established and monitored company goals and the progress towards achieving these goals. Reviewed on a continual basis, the general business climate to develop new business opportunities. Developed and implemented policies and procedures designed to promote company philosophy and build a corporate image both within and outside the company. Developed and maintained a program for high performance standards and sound employee relations at all levels. Provided guidance and direction to employees to assist them in their professional development. Provided company partners with quantitative and qualitative analyses of financial statements, profit projections and cash flow forecasts. Developed a working budget.
  • First Warranty Group
    Controller
    First Warranty Group 2002 - 2003
    Huntersville, Nc
    Responsibilities included management of all finance, treasury, capital management, planning and accounting functions, including managing applicable staff. Key contributor to the senior management team by providing senior management with quantitative and qualitative analyses of financial statements, including identifying expenses for cost reduction and/or elimination. Played integral role in developing a working budget.
  • Rcb Management, Inc., C&B Marketing, Inc., Racing Champions South, Wheels Sports Group, Inc. Et Al
    Controller
    Rcb Management, Inc., C&B Marketing, Inc., Racing Champions South, Wheels Sports Group, Inc. Et Al 1997 - 2001
    Mooresville, Nc
    Responsibilities included management of all finance, treasury, capital management, planning and accounting functions for two parent companies and affiliated entities, including managing applicable staff. Key contributor to the strategic development, marketing and rollout for new products. Maintained primary banking relationship in securing of numerous debt offerings by providing well-documented analysis of cash flow sources and uses. Provided senior management with quantitative and qualitative analyses of financial statements. Played integral role in supporting senior management in the analysis and accounting of two divestiture transactions. Assumed a key role in vendor selection, implementation and execution of a new business software platform. Developed and implemented streamlined process improvements related to a new physical inventory counting and tracking system.

Michael Mcfadden Skills

Investments Investment Advisory Investment Management Investment Strategies Strategic Financial Planning Life Insurance Term Life Insurance Disability Insurance College Savings Plans Asset Allocation Asset Protection Portfolio Management Retirement Preparation Retirement Planning Fixed Annuities Small Business Financial Services Iras

Michael Mcfadden Education Details

Frequently Asked Questions about Michael Mcfadden

What company does Michael Mcfadden work for?

Michael Mcfadden works for Castle Wealth Group

What is Michael Mcfadden's role at the current company?

Michael Mcfadden's current role is Partner and Financial Advisor.

What is Michael Mcfadden's email address?

Michael Mcfadden's email address is mm****@****gwm.com

What schools did Michael Mcfadden attend?

Michael Mcfadden attended Central Connecticut State University.

What skills is Michael Mcfadden known for?

Michael Mcfadden has skills like Investments, Investment Advisory, Investment Management, Investment Strategies, Strategic Financial Planning, Life Insurance, Term Life Insurance, Disability Insurance, College Savings Plans, Asset Allocation, Asset Protection, Portfolio Management.

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