About R. Samuel McGuire
R. Samuel McGuire is a financial advisor for high-net-worth individuals and corporations. Sam holds the CERTIFIED FINANCIAL PLANNER™ certification. He and his team offer comprehensive planning in a needs-based, client-driven manner through a full-service approach by utilizing his experience, professional network, and the exceptional resources offered at Morgan Stanley.
He implements the team's vast knowledge in financial planning, money management, hedge funds, private equity investments, fixed income, wealth management/estate services and insurance planning, securities based lending, as well as individual and corporate retirement plans. Sam’s practice includes extensive work with corporations to design and implement retirement planning, including 401(k), Profit Sharing Plans and Defined Benefit Plans. . Additionally, he does a great deal of work with insurance, including life insurance, disability insurance and long-term care insurance.
Sam takes a full-service approach to working with his clients through the use of wealth management planning and estate planning services, and works closely with many trust and estate attorneys. The Fitzburgh McGuire Group have distinguished themselves by assisting clients with unique services related to art and collectibles as an investment. For example, Sam and his team host a number of art events featuring some of the industry’s most prominent professionals. He and his team work with some of the nation’s top museums, auction houses and galleries to provide forums and events for his clients that highlight distinguished art experts. Some of the more notable museums, galleries, and auction houses they have worked with include: The Museum of Modern Art (MOMA), the Beyeler Museum (Basel, Switzerland), the Museum of Contemporary Art (MCA in Chicago), as well as top auction houses including Sotheby’s, Christie’s and Bonhams. He is also involved with events at the Art Basel Fairs, Scope Fair, Frieze Fair and the Armory Show. Outside of work, Sam enjoys art, history, and spending time with his family
Securities Agent: KS, WI, MD, MS, SC, NH, OH, OR, VT, NC, PA, WA, UT, VA, MI, RI, MA, LA, GA, FL, DE, IL, DC, CT, CO, CA, AZ, ME, NY, MN, MO, TX, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1562098