David McGuire in

David McGuire

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Financial Advisor/President at McGuire & Wright Financial Group LLC
📍 Wrentham, Massachusetts, United States

David McGuire is the President and Co-Founder of McGuire & Wright Financial Group, where he specializes in financial strategies for retirees, professionals, and business owners. A graduate of the University of Massachusetts Dartmouth with a degree in finance, he is a multi-year qualifying member of the prestigious Million Dollar Roundtable.

Outside of work, David is a dedicated family man who enjoys spending time with his wife and two children. He is actively involved in his community through the Excelsior Masonic Lodges charity projects. His hobbies include playing golf and cheering on Boston sports teams like the Patriots, Red Sox, and Celtics.

Unique fact: David participates in a national study group with other top financial advisors to share and develop innovative financial strategies.

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Current Role
Financial Advisor/President
Location
Wrentham, Massachusetts, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Retirement Planning
He works primarily with pre-retirees and retirees and frequently posts about preparing for retirement and avoiding common financial blind spots.
Estate Planning
A key area of his expertise, he provides guidance on estate planning to ensure his clients' legacies are protected according to their wishes.
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Career

Work history

Financial Advisor/President
McGuire & Wright Financial Group LLC
Financial Advisor
Eagle Strategies, LLC
Agent
New York Life Insurance Company
In the press

Media appearances

McGuire on the Wire Episode 56. Featured in McGuire & Wright Financial Group LLC
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McGuire on the Wire Episode 27. Featured in McGuire & Wright Financial Group LLC
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Education
2005 - 2009
Finance (2005 – 2009)
University of Massachusetts Dartmouth
2001-2005
King Philip
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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