Andrew Mcguire
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48304
Credentials
Series 63, Series 65
Industry experience
9 years
Andrew McGuire is a Senior Financial Advisor with MK Private Wealth, specializing in providing wealth management solutions to high-net-worth individuals including corporate and medical professionals, private equity professionals, and attorneys preparing for or transitioning to retirement. He also addresses the financial needs of the next generation in ultra-high-net-worth families. Andrew and his partners have developed a consultative wealth management process that involves creating comprehensive plans tailored to each client's unique goals, along with offering objective second opinions in today's complex environment.
Andrew brings nearly a decade of experience in financial services, having worked previously at Plante Moran Financial Advisors in an advisory and planning role for executives and business owners prior to rejoining MK Private Wealth in 2018. He earned a Bachelor of Science in Finance from Oakland University and holds FINRA Series 7, Series 63, Series 65 registrations, as well as Life, Accident, and Health insurance licenses in Michigan. He maintains a Personal Investment Advisor (PIA) designation.
Outside of his professional activities, Andrew serves as a Deacon and member of Christ Community Church in Sterling Heights, Michigan, where he is also involved with the Praise Team. He is a member of the Detroit Athletic Club and enjoys spending time with his wife, Samantha, and golfing in his free time.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
39577 Woodward Ave
Bloomfield Hills, MI 48304
Michigan · Texas
Merrill
2018 - Present (8 years)
Plante Moran Financial Advisors
2016 - 2018 (2 years)
Merrill Lynch
2014 - 2016 (2 years)
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