Basic Information
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Company
Baird -
Phone
615.341.7030 -
Mobile phone
615.438.3183 -
Email
fmclaughlin@rwbaird.com -
What is your "why"? Why do you do what you do?
I enjoy helping clients protect and growth their wealth, plan for activities during their lifetime, and create strategies to transfer wealth in the most tax efficient way. Retirement, education, and estate planning are all important areas to consider as part of a wealth management plan. -
About me
As a registered investment advisor since 1982, Fred has worked with many high-level executives of publicly traded companies. This has given him an understanding of the unique financial challenges facing these individuals and the expertise to serve their special investment needs.
Fred believes that communication and trust are integral in building a successful partnership with his clients.
Fred was born and raised in Nashville, Tennessee. He graduated from Montgomery Bell Academy in 1976, and received a Bachelor of Arts degree in History from the University of the South in 1980.
Fred is an active member of the community, serving as a member of the board and former trustee for Goodwill Industries of Middle TN and as a former president and advisory board member of the Second Harvest Food Bank. He is also the former treasurer of a local wildlife rehabilitation center, Walden’s Puddle. Fred and his wife, Laura, have two children: Ryan Elizabeth and Anderson. -
Profession
Private Wealth Management -
Title
Sr. Vice President -
Hobbies and interest
Huge sports fan. -
Website
www.fredmclaughlinbaird.com
Contact Information
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City / Town
Nashville -
Describe your perfect referral
A great referral for me is a client who is looking for comprehensive wealth management, and is willing to pay a fee -based advisory, as well as looking for a long-term relationship. -
State
TN -
Zip
37203 -
Country
United States -
Special offers to the group
Financial planning -
LinkedIn Profile
https://www.linkedin.com/in/fred-mclaughlin-02000912/
Education
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College / University
University of the South -
Graduation Year
1980 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Is your estate plan up to date? Are you on track to retire? Do you have special needs - family members ? -
Describe How You Would Like To Be Introduced Via Email
Fred Mclauglin is a 40 year veteran who provides comprehensive wealth management advice and planning services.