Jeff McGuire

Jeff McGuire: Email & Phone Number

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Wealth Advisor at Capitol Financial Solutions|Charlotte, North Carolina, United States

Position:

Wealth Advisor at Capitol Financial Solutions

Location:

Charlotte, North Carolina, United States

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Last updated: 2026-05-27
Updated: 2026-05-27

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Work Experience 18 years

Wealth Advisor at Capitol Financial Solutions

Jun 2023 - Current

Financial Planner at LPL Financial

Aug 2013 - May 2023

Financial Planner at Waddell & Reed

Feb 2008 - Aug 2013

Jeff McGuire started working in 2008, then the employee has changed 2 companies and 1 job. On average, Jeff McGuire works for one company for 6 years 1 month.

Their professional focus is Financial Planning, Insurance, and Wealth Management Services across 3 core areas.

Education

BSIM at Purdue University

Jeff McGuire Namesakes

Name
Company
Position
Jeff McGuire
Senior Software Engineer
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Jeff McGuire
Retired
None
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