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Eddie M

Series 66, Series 63

Plano, TX

Vanguard Advisers

Eddie Mcquarters Jr. is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes multiple roles at The Vanguard Group since 2022, as well as experience with Bright Trading and self-employment in prior years. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios largely from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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