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dana mclaughlin — Senior Wealth Advisor in United States
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Professional & Business Information
Available public profile attributes for this protected contact record.
About the Person
- Full Name
- Dana McLaughlin
- Job Title
- Senior Wealth Advisor
- Seniority
- senior
- Detailed Function
- wealth advisor
- City
- Milford
- State / Region
- Connecticut
- Country
- United States
- Professional Profile
- LinkedIn Profile ↗
About the Company
- Company Name
- Beirne Wealth Consulting (BWC)
- Domain
- beirnewealth.com
- Industry
- finance
- Employee Size
- 22
- Founded Year
- 2012
- Headquarters City
- Milford
- Headquarters State / Region
- Connecticut
- Headquarters Country
- United States
- Headquarters Postal Code
- 06461
- Company Languages
- English
- Specialties
- client assessment, asset allocation, portfolio implementation, performance reporting, wealth management, investment planning, retirement planning, income tax planning, estate planning, education planning, philanthropic planning, debt management, risk management, financial services
- Technologies
- mx_logic,godaddy_hosting,linkedin_login,google_analytics,apache,linkedin_widget,youtube,facebook_login,bootstrap_framework,mobile_friendly,google_plus_login,facebook_widget
Company Description
Beirne Wealth Consulting is an independent Registered Investment Advisor (RIA) serving Milford CT, Allentown PA and Bay Harbor Islands FL.
Company Links
About This Contact Record
This LastDatabase profile represents an available email contact record for dana mclaughlin.
The listed professional role is Senior Wealth Advisor. The associated company is Beirne Wealth Consulting (BWC).
The record is associated with Milford, Connecticut, United States. Buyers should confirm that the location and professional context fit their intended use before purchasing.
The available industry classification is finance. Classification reflects the information currently associated with this database record.
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