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Barb Gilroy Email & Phone Number
Financial Planning Assistant
at
Maia Wealth
1 work email found
@morganstanley.com
9 phones found area 720 and 303
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planning Assistant
Location
Denver Metropolitan Area, United States
Company size
Who is Barb Gilroy? Overview
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Quick answer
Barb Gilroy is listed as Financial Planning Assistant at Maia Wealth, a with 78669 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 720, 303, and a matched LinkedIn profile for Barb Gilroy.
Barb Gilroy previously worked as Registered Client Service Associate at Morgan Stanley and Licensed Investment Sales Assistant at Gateway Services Group - Gsg / Cuso Financial Services / Bellco.
Company email context
Email format at Maia Wealth
This section adds company-level context without repeating Barb Gilroy's masked contact details.
{first}.{last}@morganstanley.com
89% confidence
AeroLeads found 1 current-domain work email signal for Barb Gilroy. Compare company email patterns before reaching out.
Profile bio
About Barb Gilroy
Barb Gilroy is a Financial Planning Assistant at Maia Wealth. She possess expertise in portfolio and retirement plan review, financial strategies, asset protection strategies, wealth management, estate and legacy strategies and 8 more skills.
Listed skills include Portfolio And Retirement Plan Review, Financial Strategies, Asset Protection Strategies, Wealth Management, and 9 others.
Current workplace
Barb Gilroy's current company
Company context helps verify the profile and gives searchers a useful next step.
Maia Wealth
9 roles
Barb Gilroy work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate
Current
Dec 2022 - Present
Licensed Investment Sales Assistant
Gateway Services Group - Gsg / Cuso Financial Services / Bellco
Feb 2019 - Dec 2022
Private Client Banker
Jpmorgan Chase Bank, N.A.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com
Oct 2017 - Feb 2019
Central Relationship Manager
Dec 2016 - Oct 2017
Financial Advisor
Apr 2012 - Dec 2016
On-Call Branch Office Administrator
Oct 2012 - Apr 2013
Artist In Charge
Gilroy Graphic Design, Inc.
Apr 2011 - Jan 2014
Senior Account Executive, Sales & Consulting
Commercial printing sales professional, bringing in over $1 Million in annual sales;~ Expert industy knowledge~ Excelled in role of new business development and client retention~ Attained #2 sale position out of 10 account executives, for 5 consecutive years~ Instrumental in acquiring the company's first digital press, helping company to expand its product offering, and maintaining the #1 digital sales position for 4 consecutive years~ Established long-term relationships with customers and venders, creating a culture of cooperation and collaboration, making a difference in meeting aggressive deadlines~ Earned a reputation for taking extraordinary steps to manange complex projects
May 1996 - Apr 2012
Team & coworkers
Colleagues at Maia Wealth
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
JM
Jose Maria Rodriguez, Cfa
Colleague at Maia WealthMiami, Florida, United States
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SK
Satish Kolluru
Colleague at Maia WealthBengaluru, Karnataka, India
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AB
Ammar Bharmal
Colleague at Maia WealthJamnagar, Gujarat, India
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BR
Brian R. Larson, Cfa
Colleague at Maia WealthGreater Minneapolis-St. Paul Area, United States
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YN
Y N Harish
Colleague at Maia WealthAndhra Pradesh, India
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LB
Ligi Balan
Colleague at Maia WealthTiruvallur, Tamil Nadu, India
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EB
Emma Bilvado
Colleague at Maia WealthTempe, Arizona, United States
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PP
Phil Plotnick
Colleague at Maia WealthLafayette Hill, Pennsylvania, United States
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AA
Adolfo Aguilar-Diaz
Colleague at Maia WealthSan Francisco, California, United States
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DV
Dmitry Vasyutinskiy
Colleague at Maia WealthSan Francisco Bay Area, United States
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Jose Maria Rodriguez, Cfa
Colleague at Maia WealthMiami, Florida, United States
View →
SK
Satish Kolluru
Colleague at Maia WealthBengaluru, Karnataka, India
View →
AB
Ammar Bharmal
Colleague at Maia WealthJamnagar, Gujarat, India
View →
BR
Brian R. Larson, Cfa
Colleague at Maia WealthGreater Minneapolis-St. Paul Area, United States
View →
YN
Y N Harish
Colleague at Maia WealthAndhra Pradesh, India
View →
LB
Ligi Balan
Colleague at Maia WealthTiruvallur, Tamil Nadu, India
View →
EB
Emma Bilvado
Colleague at Maia WealthTempe, Arizona, United States
View →
PP
Phil Plotnick
Colleague at Maia WealthLafayette Hill, Pennsylvania, United States
View →
AA
Adolfo Aguilar-Diaz
Colleague at Maia WealthSan Francisco, California, United States
View →
DV
Dmitry Vasyutinskiy
Colleague at Maia WealthSan Francisco Bay Area, United States
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FAQ
Frequently asked questions about Barb Gilroy
Quick answers generated from the profile data available on this page.
What company does Barb Gilroy work for?
Barb Gilroy works for Maia Wealth.
What is Barb Gilroy's role at Maia Wealth?
Barb Gilroy is listed as Financial Planning Assistant at Maia Wealth.
What is Barb Gilroy's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Barb Gilroy at Maia Wealth.
What is Barb Gilroy's phone number?
AeroLeads has found 9 phone signal(s) with area code 720, 303 for Barb Gilroy at Maia Wealth.
Where is Barb Gilroy based?
Barb Gilroy is based in Denver Metropolitan Area, United States while working with Maia Wealth.
What companies has Barb Gilroy worked for?
Barb Gilroy has worked for Maia Wealth, Morgan Stanley, Gateway Services Group - Gsg / Cuso Financial Services / Bellco, Jpmorgan Chase Bank, N.A., and Fidelity Investments.
Who are Barb Gilroy's colleagues at Maia Wealth?
Barb Gilroy's colleagues at Maia Wealth include Jose Maria Rodriguez, Cfa, Satish Kolluru, Ammar Bharmal, Brian R. Larson, Cfa, and Y N Harish.
How can I contact Barb Gilroy?
You can use AeroLeads to view verified contact signals for Barb Gilroy at Maia Wealth, including work email, phone, and LinkedIn data when available.
What skills is Barb Gilroy known for?
Barb Gilroy is listed with skills including Portfolio And Retirement Plan Review, Financial Strategies, Asset Protection Strategies, Wealth Management, Estate And Legacy Strategies, Annuities, Business Retirement Plans, and Education Savings.
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