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Chad W. Location
Dallas, TX, US
Chad W. Work
VP, Advanced Markets Plan Design @ (July 2024 - Present)
Corporate Vice President, Case Consultant @ The Nautilus Group (July 2020 - July 2024)
Partner, Managing Attorney @ (February 2020 - July 2020)
Estate and Wealth Planning Attorney @ (August 2006 - December 2019)
Private Wealth Advisor, Level IV @ (March 2005 - August 2006)
Estate Planning Attorney @ (January 2000 - March 2005)
Estate Planning Attorney @ (August 1996 - December 1999)
Chad W. Education
St. Thomas University College 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 College of Law. With a robust skill set that includes Law, Estate Planning, Asset Protection, Trust Services, Trust Protector Services and more. Chad W. has 2 emails on RocketReach.
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