Robert McGuirk Email & Phone Number
Associate Wealth Advisor @ The Bishoff Financial Group, Inc.
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Robert McGuirk Location
- Albany, NY, US
Robert McGuirk Work
- Associate Wealth Advisor @ (June 2024 - Present)
- Associate @ (August 2023 - May 2024)
- Law Student @ Albany Law School (August 2021 - December 2023)
- Summer Law Clerk @ (May 2023 - August 2023)
- Law Clerk @ The Law Office of Carolyn D’Agostino (December 2021 - July 2023)
- Tax Preparer @ PrairieView Partners (February 2023 - April 2023)
- Paraplanner @ (October 2018 - May 2020)
- Personal Investor Brokerage Professional and Personal Advisor Servicing Specialist @ (April 2017 - August 2018)
- College Program Intern @ (August 2014 - January 2015)
Robert McGuirk Education
- Albany Law School
Doctor of Law - JD
2021-2024 - Coastal Carolina University
Bachelor of Science - BS (Finance, General)
2012-2016
Robert McGuirk Skills
- 401(k) Retirement Savings Plans
- Accounting
- Analytics
- Asset Allocation
- Asset Management
- Bloomberg Terminal
- Budgeting
- Cash Flow Analysis
- Cash Flow Forecasting
- Cash Flow Management
- Customer Service
- Data Analysis
- Equities
- Equity Research
- Family Wealth Management
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- Holistic Financial Planning
- Interpersonal Skills
- Investment Advisory
- Investment Research
- Investment Strategies
- Investments
- Leadership
- Marketing
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Morningstar
- Mutual Funds
- New Business Development
- Organization Skills
- Portfolio Management
- Relationship Building
- Retirement Planning
- Retirement Savings
- Risk Analysis
- Sales & Marketing
- Social Media
- Tax
- Team Building
- Teamwork
- Thompson One
- Variable Annuities
- Wealth Management
- Wealth Preservation
- Wealth Preservation Planning
Robert McGuirk Summary
- Robert McGuirk, based in Albany, NY, US, is currently a Associate Wealth Advisor at The Bishoff Financial Group, Inc.. Robert McGuirk brings experience from previous roles at Razzano Law, PLLC, Albany Law School, Burke & Casserly, P.C. and The Law Office of Carolyn D’Agostino. Robert McGuirk holds a 2021 - 2024 Doctor of Law - JD @ Albany Law School. With a robust skill set that includes 401(k) Retirement Savings Plans, Accounting, Analytics, Asset Allocation, Asset Management and more. Robert McGuirk has 1 emails and 1 mobile phone numbers on RocketReach.
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Top The Bishoff Financial Group, Inc. Employees
Eric Bishoff
President and CEO
Columbus, OH, US
Theresa Richards
Office Administrator
Columbus, OH, US
Richard Mills
Financial Advisor
Powell, OH, US
Derek Brammell
Financial Advisor
Columbus, OH, US
Amber Hepler
Tax Associate
Charlotte, NC, US
Robert McGuirk
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Albany, NY, US
Carmen Caruso
CERTIFIED FINANCIAL PLANNER®
Rochester, NY, US
Heather Bishoff
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