Shane McDougald Email & Phone Number
401(k) Consultant and Wealth Advisor @ Austin Wealth Management
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Shane McDougald Location
- Cypress, TX, US
Shane McDougald Work
- 401(k) Consultant and Wealth Advisor @ (October 2021 - Present)
- Retirement Plan Consultant @ (May 2012 - September 2021)
- Financial Advisor @ (October 2010 - April 2012)
- Regional Vice President @ (April 2008 - June 2010)
- AVP Retirement Services @ (August 2002 - March 2008)
- Investment Advisor @ (May 1998 - July 2002)
Shane McDougald Education
- Brigham Young University
Bachelor of Arts - BA (International Relations and Affairs)
1993-1998
Shane McDougald Skills
- 401(k) Retirement Savings Plans
- Financial Planning
- Investments
- Tax Planning
- Cash Management
Shane McDougald Summary
- Shane McDougald, based in Cypress, TX, US, is currently a 401(k) Consultant and Wealth Advisor at Austin Wealth Management. Shane McDougald brings experience from previous roles at Alliance Benefit Group of Houston, Wells Fargo Advisors, Transamerica and NFP. Shane McDougald holds a 1993 - 1998 Bachelor of Arts - BA in International Relations and Affairs @ Brigham Young University. With a robust skill set that includes 401(k) Retirement Savings Plans, Financial Planning, Investments, Tax Planning, Cash Management and more. Shane McDougald has 2 emails and 1 mobile phone numbers on RocketReach.
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