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Joseph M
Series 63, Series 65
Mt Pleasant, SC
Concurrent Investment Advisors, LLC
Joseph Mcquaid is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Imprint Wealth LLC, Eudaimonia Partners, WealthShield LLC, and New York Life Investment Management LLC, among others. Outside of financial advising, he is involved in personal coaching and business consulting through Expedition Ascend and Ascend Consulting Group LLC and holds a minority ownership stake in Imprint Growth Partners. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that incorporate ETFs, mutual funds, and other investment vehicles.
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