Michael McGrath
Financial Consultant at Fidelity Investments
Based in Dallas-Fort Worth, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
84K
Contact information
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m•••••••@fidelity.com
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Background
About Michael McGrath
I help clients create durable lifelong financial plans. I believe that Financial Plans do not have to be complex to be successful and that with a plan and a process every investor can succeed. Experienced private client advisor with an extensive background working with high net worth clients to offer objective professional counsel. • Highly proficient financial management professional with proven success creating revenue, promoting asset growth and presenting fiduciary products. • Demonstrated ability to build and maintain professional relationships with high net worth clients. • Comprehensive knowledge regarding investment management, custom credit, insurance, estate and wealth planning. • FINRA Series 7 License • FINRA Series 66 license • Texas Insurance License # 2957302: Life, Variable Contracts, Accident & Health • California Insurance License # 0G44561: Life, Variable Contracts, Accident & Health
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