Bill McGuire

With deep experience in RIA marketing, Bill McGuire helps firms elevate their brand through strategic design, messaging, and engagement. He has worked with advisory firms and ecosystem service providers to refine their marketing approach, ensuring they stand out in a competitive landscape.

Bill led marketing strategies at TD Ameritrade Institutional and MarketCounsel, supporting advisors transitioning to independence. His expertise lies in crafting compelling brand narratives, optimizing client communication, and leveraging design for business growth.

He has been actively involved in industry associations, including the Business Marketing Association and Direct Marketing Club of New York. He currently serves on the steering committee and as marketing chair for Strengthening the Advisor Community (STAC).