Chad W. Email
VP, Advanced Markets Plan Design @ M Financial Group
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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 1 emails on RocketReach.
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