Special Needs Answers
Kevin McGrath
UBS Financial Services | McGrath Consulting
3560 Lenox Road NE, Suite 2800
Atlanta, GA 30326
Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting.
Special Needs Planners near College Park, GA
3560 Lenox Road NE, Suite 2800
Atlanta, GA 30326
Katie Bachmann
UBS Financial Services | McGrath Consulting
3560 Lenox Road NE, Suite 2800
Atlanta, GA 30326
Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting.
James McCarten
Lindsey & Lacy, PC,
Suite 280
Peachtree Cty, GA 30269
Bio coming soon!
Meet Kevin McGrath
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Kevin McGrath
UBS Financial Services | McGrath Consulting
Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University...
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Meet Katie Bachmann
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Katie Bachmann
UBS Financial Services | McGrath Consulting
Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance l...
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Tell us about your issue and we will put you in touch with Katie Bachmann.
Meet James McCarten
Tell us about your issue and we will put you in touch with James McCarten.