Cheryl Dickey McGuire is a Private Wealth Advisor that works one-on-one with individual clients and small business owners to develop optimal financial, investment, and tax planning strategies. She offers securities and advisory services through Kovack Securities. Her career success can be directly ...
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Cheryl Dickey McGuire is a Private Wealth Advisor that works one-on-one with individual clients and small business owners to develop optimal financial, investment, and tax planning strategies. She offers securities and advisory services through Kovack Securities. Her career success can be directly attributed to her ability to bring an educational approach to her clients, whether they have strong financial backgrounds, or are new to investing and understanding finances in general.
With a focus on integrity and a long-term commitment to providing clients with sound financial guidance, Cheryl’s comprehensive investment approach is centered around identifying the client’s investment goals, and assessing risk parameters in line with their specific risk tolerance. Through an extensive discussion process, she learns what the client's goals and concerns are; helps the client prioritize their objectives; provides strategies; and helps her clients implement a plan to meet goals and mitigate concerns. Her intention is to determine how she can add value to the client's situation, with a particular focus on tax-wise investment strategies and solutions. Ultimately, the client should have a plan and course of action that brings him or her financial confidence.
Prior to forming Alliance Wealth Advisors, LLC, her professional career included not only developing and training new advisor representatives since 2008, but also eight prior years as the Chief Financial Officer /Chief Operating Officer for a private medical and surgical facility. This additional specialized experience gives her the unique ability to add healthcare planning as an important component of retirement planning.
Cheryl resides in Atlanta and has offices in Marietta, Augusta and Dothan.
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