Wilde Wealth Management Group, a financial services firm that provides retirement, investment, real estate, insurance, legal and tax planning services all under one roof, announces Chadi Majed has …
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Wilde Wealth Management Group, a financial services firm that provides retirement, investment, real estate, insurance, legal and tax planning services all under one roof, announces Chadi Majed has joined the firm as a senior wealth advisor and partner.
He is joining the team at the Surprise-Sun City office, which opened in late 2022 at 13985 W. Grand Ave.
In his role, Majed will focus on helping clients prepare for financial events in their lives such as retirement, strategic investing and caring for future generations as well as on business development, mentorship and community giving within the firm.
Majed brings nearly 20 years of experience to the position, most recently working for the past 12 years at JP Morgan. He also brings experience from wealth management roles with Charles Schwab, Morgan Stanley and Merrill Lynch.
“By joining Wilde Wealth, I am able to focus more directly on the delivering personalized strategies and solutions leveraging the global expertise I’ve gained to address opportunities and challenges with more tailored hands-on approach,” said Majed.
Majed earned his bachelor’s degree from the University of Michigan in 2003, initially working in his family’s business before transitioning to finance in 2006. In addition to his role as an advisor, Majed is a residential and commercial real estate investor.
“Chadi has built long lasting client relationships founded on trust, personalized guidance and commitment to helping clients achieve their financial goals, each of which are pillars of our firm,” said Trevor Wilde, MBA, AIF, founder and chief executive officer of Wilde Wealth Management Group. “He has managed significant portfolios delivering consistent results that have supported his clients’ success while championing and supporting his team members and giving back to our community. We are lucky to have him and look forward to everything we can do together for years to come.”
Majed is married with three daughters, two of whom are twins. In his spare time, when not with his family, Majed plays and coaches soccer in the community.
Visit wildewealth.com for more information.
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