With more than 23 years of experience in financial planning and investment management, Chad Carlile has the accumulated knowledge and perspective to help you with your financial goals. Chad understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Chad will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Chad endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investment strategy.
Based on what he learns about you and your goals and an analysis of the current financial markets, Chad designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Chad puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Chad began his career in financial services with Morgan Stanley in 2001. Today, Chad provides financial and retirement planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through LPL Financial.
Chad resides in Lubbock, Texas. Away from the office, Chad and his wife, Lindsay, usually find themselves at a stadium or gym cheering on their kids in their many athletic endeavors. And whenever possible, he never passes up a chance to hunt with his son or just spend quality time entertaining friends and family.