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Carson McGill's
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Current Position:

Investment Analyst at McGill Junge Wealth Management

Experience:

10 years

Location:

Clive, Iowa, United States

How to contact Carson McGill

Last updated:2024-07-28
emailm******n@mcgilljunge.com
phone+1-***-***-4275
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Work Experience

Investment Analyst at McGill Junge Wealth Management

Feb 2024 - Current

Investment Operations Associate at McGill Junge Wealth Management

Jul 2020 - Feb 2024

Investment Consultant at NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

Jun 2018 - Jun 2020

Associate Financial Representative at McGill Junge Wealth Management

Jun 2017 - Jul 2017

Junior Advisor at McGill Junge Financial

Jun 2016 - Jul 2016

Junior Advisor at McGill Junge Financial

Jun 2015 - Jul 2015

Education

The University of Iowa Tippie College of Business

West Des Moines Valley High School

Current Company Information McGill Junge Wealth Management

Name: McGill Junge Wealth Management

Speciality: Retirement Distribution Planning, Wealth Management Strategies, Business Planning, Multigenerational Planning, Retirement Income Strategies, Tax-Efficient Planning, Investment Portfolio Management, Legacy Planning, Charitable Strategies, Executive Compensation Planning, Asset Protection, Education Funding, Asset Allocation, Advisory Coordination, Stock Planning, Life Insurance, Succession Planning, 401k Rollovers

Location: Clive, Iowa, United States

Employees: 10-50

HQ Phone: 515-777-3835

Description: Our mission at McGill Junge Wealth Management is to educate and inspire you to achieve a predictable lifetime of financial freedom. We strive to implement a thoughtful and customiz...

Frequently Asked Questions

How long has Carson McGill been working as a Investment Analyst?

Carson McGill's total experience in various companies as a Investment Analyst 1 year 8 months.

What is Carson McGill's minimum period of employment in the companies?

Carson McGill's minimum period of employment in various companies is 1 month.

What is Carson McGill's average duration of employment for different companies?

On average, Carson McGill works for one company for 1 year 2 months

What industries has Carson McGill worked in?

Carson McGill works in the Financial Services. Previously, Carson McGill worked in the Banking.

What positions has Carson McGill held before?

Previously, Carson McGill worked as a Investment Operations Associate, and Investment Consultant, and Associate Financial Representative, and Junior Advisor.

How do I contact Carson McGill?

Carson McGill's email address is m******n@mcgilljunge.com, phone number is +1-***-***-4275. Sign up to get contact details.

Who is the President/CEO/Director of the McGill Junge Wealth Management?

The President/CEO/Director of the McGill Junge Wealth Management is Muriah Reed

Who are Carson McGill's peers at other companies?

Carson McGill's peers at other companies are Joey Abilo and Catherine and Josh Rennekamp
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