ADELAIDE MCINTIRE

ADELAIDE MCINTIRE

PARAPLANNER

Adelaide is the paraplanner for Guided Wealth, LLC. Adelaide has over 25 years of experience in providing support through the financial planning process and manages the financial planning workflow. She assists with the administrative establishment and maintenance of investments accounts.

Adelaide provides liaison support between the client and the advisor. She is the go-to person for any questions regarding servicing client accounts and financial plans.

Since 2003, Adelaide has maintained the prestigious marks of a Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning^®—a Kaplan Company (CFFP).

Adelaide was born in France and relocated to the United States in 1989. She attended Elms College in Chicopee, MA where she earned a bachelor’s degree of Liberal Arts in Marketing with a Minor in Art in 1995. Adelaide is fluent in French and English.

Adelaide lives in New Bedford, MA and has a son, Eric. When she is not working, she enjoys painting, drawing, traveling, cooking, and dancing.