Fortress Wealth Planning

Financial Planner

McIlrath & Eck, LLC

Create and prepare client reports daily, execute trades, perform investmentresearch, draft portfolio recommendations, rebalance existing portfoliosaccording to risk tolerance and capacity, communicate with vendors on potentialinvestment or technology opportunities, write monthly client newsletters, dataentry of client information into financial planning software, Roth conversionanalysis for over 400 clients annually, assist financial planners during clientmeetings, back-end editing company website. Stay up to date on marketconditions, examine financial statements and records to collect important detailsand verify calculations.

Paraplanner

Mac Hangars, LLC

Managed inventory and record keeping for industrial construction, worked with county officials to complete inspections, organized delivery of services from outside vendors, provided payroll to administration, hands-on experience with on-site grading, water and sewer line installation, foundation preparation, steel, and trim installment.

Assistant Project Manager

Hi, I’m Dalton McIlrath. I’m a CERTIFIED FINANCIAL PLANNER® for a Registered Investment Advisor based in Jacksonville, FL. I focus on helping clients achieve their goals through financial planning.

Taplio

Dalton McIlrath, CFP®, MBA's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Dalton McIlrath, CFP®, MBA's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Dalton McIlrath, CFP®, MBA's Linkedin Analytics