Chad Baccus
Erie, PA
As a Financial Advisor of GWN Securities, Inc., Chad specializes in today’s economic issues. He started his investment and advisory career with Waddell and Reed and brought his professional experience to the Kades-Margolis team in 2012. Since then, his financial services practice has focused on tax-sheltered retirement planning. He is also very knowledgeable about the Public School Employees’ Retirement System. Chad provides counsel, advice, and product solutions for college savings plans, individual retirement accounts, managed advisory investments, and life insurance. He is also licensed to offer annuities, life and long-term care insurance. Chad has a Bachelor of Science Degree in Finance from Penn State Behrend.
Chad resides in Crawford County, Pennsylvania. He is an active community member who enjoys the outdoors and spending time with his wife and son in his free time.
Information provided should not be considered as tax advice from GWN Securities, Inc. or it’s representatives. Please consult with your tax professional.
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