Chad W. Location
- Dallas, TX, US
Chad W. Work
- 2024 - now VP, Advanced Markets Plan Design @
- 2020 - 2024 Corporate Vice President, Case Consultant @ The Nautilus Group
- 2020 - 2020 Partner, Managing Attorney @
- 2006 - 2019 Estate and Wealth Planning Attorney @
- 2005 - 2006 Private Wealth Advisor, Level IV @
- 2000 - 2005 Estate Planning Attorney @
- 1996 - 1999 Estate Planning Attorney @
Chad W. Education
- St. Thomas University School of Law
Doctor of Law - JD
1993 - 1996 - East Tennessee State University
Bachelor of Arts - BA (Political Science and English)
1989 - 1993
Chad W. Skills
- Law
- Estate Planning
- Asset Protection
- Trust Services
- Trust Protector Services
Chad W. Summary
- Chad W., based in Dallas, TX, US, is currently a VP, Advanced Markets Plan Design at M Financial Group. Chad W. brings experience from previous roles at The Nautilus Group, The Andersen Firm, Hunter, Smith & Davis, LLP and First Tennessee Bank. Chad W. holds a 1993 - 1996 Doctor of Law - JD @ St. Thomas University School of Law. With a robust skill set that includes Law, Estate Planning, Asset Protection, Trust Services, Trust Protector Services and more. Chad W. has 4 emails on RocketReach.
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Top M Financial Group Employees
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Ann Arbor, MI, US
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Chief Operating Officer
Mason, OH, US
Shaunmarie Gutbezahl
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Portland, OR, US
Christopher Weyrauch
Member Board of Directors
New York, NY, US
Joshua Caron
Vice President of Government Relations
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Kyle Davis
VP, Product and Strategic Solutions
Greensboro, NC, US
Alvaro J. Muñoz
Chief Financial Officer
Texas, United States
Laura Haney-Jackson
Vice President, Head of Broker-Dealer Services
Portland, OR, US
Brooke Aep
Senior Vice President Insurance Solutions
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Russell Bundschuh
President and CEO
Portland, OR, US
Walter Thayer
Vice President - M Experiences
Portland, OR, US
Drew Newman
Vice President, Head of Internal Audit
Texas, United States
Jeff Currie
Senior Vice President, Corporate Solutions
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