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Dave McCary
Professional designations
CFP
Firm or Broker/Dealer name
McCary Anheuser Wealth Management, LLC
States licensed in
West Hartford
,
Connecticut
Areas of expertise
Languages spoken
English
Time Zone
Dave McCary, CFP, MBA, has been a wealthcare professional for over 20 years. He specializes in helping clients manage investment risk in their investment portfolios, increase income in retirement, reduce taxes, and ensure they don't outlive their assets. His pro bono practice has included Wings for Widows since April 2022, where he has helped a number of widows manage their financial affairs. Dave received his BA in Economics from Middlebury College and his MBA in finance from Dartmouth's Tuck School of Business. He is married with three adult children and four grandchildren. He enjoys photography, biking and skiing.