Broker Check

Congratulations to Charlotte!

July 18, 2023

Congratulations to my daughter, Charlotte Guinot, on passing her Series 65 (Uniform Investment Adviser Law Exam) on July 15, 2023. Charlotte joined the business in January of 2020 and since then has been working on obtaining several licenses. I am proud to say she is now officially a Financial Advisor!

I am so proud of Charlotte for working hard these last few years, especially studying while balancing being a new, working mother. Her dedication to our business has made me thankful to have her on The McLoughlin Financial team.

Her enthusiasm for this field is truly inspiring. Charlotte loves helping people and learning about our business to constantly make us better at what we do. She is passionate about helping younger generations build wealth since she herself is in that stage of life.

If you have a child or young person you know who needs help with their 401k, wants to start saving for their child’s education, evaluate life insurance needs, or just want to start accumulating wealth for the future, Charlotte and I would love to help. A financial plan is a great place to start to see if you are on track to meet your goals.

Please share our names with anyone you may know who could benefit from one of the services we offer! We look forward to continuing to be a resource for our current clients and enjoy serving you together.