Associate Resident Director@ Merrill Lynch
Lafayette, Indiana Metropolitan Area
David McGaughey
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Purdue University
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FlashIntel GPTDavid McGaughey is a highly experienced financial professional with 30 years of work experience in the industry. He has been working at Merrill Lynch since 1985, where he specializes in asset management, financial strategies, and estate planning services. David holds a CERTIFIED FINANCIAL PLANNER certification and is a Chartered Retirement Planning Counselor designation. He is also a member of the community leadership foundation of Greater Lafayette and Northwest Indiana Chapter of the National Football Foundation. David is a graduate of Purdue University and has served on various boards and boards. He is a Certified Retirement Planning Counselor and Certified Retirement Planning Counselor.
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About
David McGaughey has been in the financial services industry since 1985 and joined Merrill in 1993. His focus is on asset management, financial strategies, and estate planning services. David holds a CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation.David is a 1985 graduate of Purdue University. He currently serves on the board of the Community Leadership Foundation of Greater Lafayette, and the Northwest Indiana Chapter of the National Football Foundation. He previously served on the boards of the Leadership Lafayette and the Tippecanoe Public Library Foundation. He and his wife, Anita, live in Lafayette, and have three daughters.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
...See MoreWork Experience
Associate Resident Director
Associate Resident Director | Senior Vice President
Wealth Management Advisor | Senior Vice President
Wealth Management Advisor | Senior Vice President
Financial Services
David McGaughey's Professional Milestones
- Wealth Management Advisor | Senior Vice President (1993-12-01~): Streamlined financial reporting processes, increasing accuracy and efficiency in the financial reporting process.
- Wealth Management Advisor | Senior Vice President (1993-12-01~): Transformed wealth management team, resulting in increased profitability and improved customer satisfaction.
Education
Bachelors
1981-01-01-1984-01-01Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Christine Thibault
Small Business Owner
Other Named David McGaughey
Frequently asked questions
We found 3 David McGaughey's email addresses
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David McGaughey's social media include: Linkedin,
David McGaughey works for Merrill Lynch
David McGaughey's role in Merrill Lynch is Associate Resident Director
David McGaughey works in the industry of Financial Services
David McGaughey's colleagues are Alok Tandon,Nick DiGiaimo,Patrick Jarin
David McGaughey's latest job experience is Associate Resident Director at Merrill Lynch
David McGaughey's latest education in Purdue University
