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
- 2022 -now Senior Wealth Advisor @
- 2019 -now Member, National Board of Directors @
- 2016 -2022 Director of Financial Planning @
- 2014 -2019 Financial Literacy Circle Member @
- 2007 -2016 Senior Wealth Advisor @
- 1993 -2007 CFP, Registered Representative @ AIGFA
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 Financial Planning Association (FPA), Ashton Thomas Private Wealth, 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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