About Jeremy McDade
Jeremy McDade is a First Vice President and Financial Advisor at Morgan Stanley. With over 20 years of experience, Jeremy works with his clients to help them navigate the nuances of their financial lives to help them achieve their goals. Jeremy understands how each client is different and as a result, takes time to fully understand everything about them so that their financial plan considers every aspect of their life. For Jeremy, it’s all about guiding his clients through the noise of the markets towards safe harbors. He’s proud of the long-term relationships he’s built with his clients and is continuously satisfied when he’s able to help one generation pass on their legacy to the next.
Jeremy began his career in 1997 as a college intern at PaineWebber in Little Rock. After graduating from the University of Central Arkansas, he was hired full-time in the back office processing trades, helping compliance, and opening accounts. Following his successful completion of his licensing and training, he became a Financial Advisor in 2000 and worked with one of the top advisors at UBS until his retirement in 2014.
Today, Jeremy and his team leverage their combined experience to serve clients from all walks of life. From business owners and executives to foundations and retirement plans, they assist across a variety of areas often involving financial planning, portfolio management, retirement, and income planning. Jeremy firmly believes it’s the summation of their individual experiences that allow his team to meet their clients where they are to provide sage advice and help them get where they want to go.
Jeremy makes every effort to give back to his community which is why, in addition to his work for the Bauxite School Board and as a volunteer coach, he’s been a volunteer Firefighter for Tull Fire & Rescue and served as their Treasurer for 18 years. A family man, Jeremy is happily married to his wife Brandi with two children: Olivia and Judd. Outside of work and volunteering, Jeremy enjoys hunting, fishing, camping, and playing golf.
Securities Agent: IA, DE, SC, NC, GA, MS, WA, MN, MI, KS, IN, ID, CO, VA, OH, MO, TX, MA, FL, NM, CA, AR, VT, NY, KY, IL, AZ, AL, TN, PA, OK, ME, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2500423