Karen McDade Email & Phone Number
Senior Wealth Advisor @ Ashton Thomas Private Wealth
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Karen McDade Location
- Scottsdale, AZ, US
Karen McDade Work
- Senior Wealth Advisor @ (December 2022 - Present)
- Director of Financial Planning @ (August 2016 - December 2022)
- Member, National Board of Directors @ (January 2019 - Present)
- Financial Literacy Circle Member @ (January 2014 - January 2019)
- Senior Wealth Advisor @ (August 2007 - August 2016)
- CFP, Registered Representative @ AIGFA (January 1993 - August 2007)
Karen McDade Education
- College For Financial Planning
CFP (Comprehensive Financial Planning)
2001-2002 - University of Wisconsin-Madison
BS (Financial Consulting)
1988-1991 - WTHS
Karen McDade Skills
- Retirement Planning
- Investments
- Financial Planning
- 401(k) Retirement Savings Plans
- Insurance
- Certified Financial Planner
- Finance
- 401k Retirement Savings Plans
- Leadership
- Customer Service
- Public Speaking
- Microsoft Word
- 401 Retirement Savings Plans
Karen McDade Summary
- Karen McDade, based in Scottsdale, AZ, US, is currently a Senior Wealth Advisor at Ashton Thomas Private Wealth. Karen McDade brings experience from previous roles at Ashton Thomas Private Wealth, Financial Planning Association (FPA), Girl Scouts–Arizona Cactus-Pine Council and Jay R Penney, LLC. Karen McDade holds a 2001 - 2002 CFP in Comprehensive Financial Planning @ College For Financial Planning. With a robust skill set that includes Retirement Planning, Investments, Financial Planning, 401(k) Retirement Savings Plans, Insurance and more. Karen McDade has 3 emails and 2 mobile phone numbers on RocketReach.
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