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Donal M
Series 63
Newtown Square, PA
Capital Analysts
Donal Mcguire is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Mcguire previously wrote life insurance policies with Midland Life but ceased after identifying contractual inconsistencies with Lincoln. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, employing an in-house investment management team and proprietary screening processes while maintaining affiliations with Lincoln Investment and Pershing/BNY.
Liam M
Series 66
Newtown Square, PA
Capital Analysts
Liam Mc Guire is a financial advisor at Capital Analysts with a Series 66 designation and two years of industry experience. His work history includes roles at Capital Analysts and Lincoln Investment, alongside five years at Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.
Emily M
Series 66, Series 63
Newtown Square, PA
Capital Analysts
Emily Mc Guire is a financial advisor at Capital Analysts with three years of industry experience. She holds Series 66 and Series 63 licenses. Her work history includes roles at Lincoln Investment, Northwestern Mutual, and The Vanguard Group. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that utilizes proprietary screening and model portfolios.
Colin M
Series 66
Newtown Square, PA
Capital Analysts
Colin Mc Guire is a Series 66-registered advisor with Capital Analysts and Lincoln Investment, bringing six years of industry experience. His prior work includes positions at JPMorgan Chase & Co. and involvement with Star One Events and Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through multiple program options, supported by an in-house investment management and research team that employs proprietary screening processes and offers a range of portfolio customization and advisory services.
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