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Robert Mccarthy Email & Phone Number

Account Manager at Envestnet|MoneyGuide at MoneyGuidePro® Created by PIEtech, Inc.

Location: Richmond, Virginia, United States 3 work roles 2 schools

2 work emails found @moneyguidepro.com 1 phone found area 804 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

MoneyGuidePro® Created by PIEtech, Inc.

Role

Account Manager at Envestnet|MoneyGuide

Location

Richmond, Virginia, United States

Company size

104 employees

Who is Robert Mccarthy? Overview

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Quick answer

Robert Mccarthy is listed as Account Manager at Envestnet|MoneyGuide at MoneyGuidePro® Created by PIEtech, Inc., a with 104 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at moneyguidepro.com, phone signal with area code 804, and a matched LinkedIn profile for Robert Mccarthy.

Robert Mccarthy previously worked as Account Manager at Moneyguidepro® Created By Pietech, Inc. and Investment Advisor Representative, Director of Financial Education at College Funding Group. Robert Mccarthy holds Bachelor Of Science (Bs) In Business Administration, Entrepreneurial And Small Business Operations from Auburn University.

Company email context

Email format at MoneyGuidePro® Created by PIEtech, Inc.

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{first_initial}{last}@moneyguidepro.com

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AeroLeads found 2 current-domain work email signals for Robert Mccarthy. Compare company email patterns before reaching out.

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Profile bio

About Robert Mccarthy

Robert Mccarthy is a Account Manager at Envestnet|MoneyGuide at MoneyGuidePro® Created by PIEtech, Inc.. He possess expertise in customer service, investments, microsoft office, finance, leadership and 28 more skills. Colleagues describe him as "Robert was highly recommended to me from another planner and I concur. He has always been professional, friendly, knowledgeable and very helpful. I've provided service in the financial services field myself throughout my career and I recognize and appreciate excellent customer service. For this reason, I'd also highly recommend Robert as well. "

Listed skills include Customer Service, Investments, Microsoft Office, Finance, and 29 others.

Current workplace

Robert Mccarthy's current company

Company context helps verify the profile and gives searchers a useful next step.

Moneyguidepro® Created By Pietech, Inc.

Account Manager at Envestnet|MoneyGuide

powhatan, virginia, united states

Website

moneyguidepro.com

Employees

104

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Company profile

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3 roles

Robert Mccarthy work experience

A career timeline built from the work history available for this profile.

Account Manager

Current

Moneyguidepro® Created By Pietech, Inc.

Richmond, Virginia

I have passionately been a part of the MoneyGuidePro team since 2014 and have helped thousands of advisors implement our software and services into their practice. In addition to a high level of software and planning experience I am fluent in understanding the complexity of software integration and helping firms improve their business processes by maximizing efficiencies within the firm. Our goal at MoneyGuide is to help advisors grow revenue and uncover more opportunity. We provide… Show more I have passionately been a part of the MoneyGuidePro team since 2014 and have helped thousands of advisors implement our software and services into their practice. In addition to a high level of software and planning experience I am fluent in understanding the complexity of software integration and helping firms improve their business processes by maximizing efficiencies within the firm. Our goal at MoneyGuide is to help advisors grow revenue and uncover more opportunity. We provide sophisticated cash flow and goal-based financial planning software that is easy to use for advisors while delivering clear and actionable steps for their clients. We work to make planning meaningful in order to motivate the implementation of clients' plans and stay consistent with their investment strategies. We have helped firms grow revenue by over 56% by delivering as little as one plan a month. Show less

Oct 2014 - Present

Investment Advisor Representative, Director Of Financial Education

College Funding Group

Richmond, Virginia Area

The College Funding Group assists today's young professionals in achieving their financial dreams by working to design, implement, and maintain simple financial plans that meet their goals and objectives. We work with clients to achieve these goals, and through our unique, relationship driven approach we are able to help both families and individuals pin-point where they are financially, where they would like to be, and help them create a road map of how to get there.

Jul 2012 - Oct 2014

Marketing Manager

Visiting Angels Of The Northern Neck

Kilmarnock, Virginia

Provided organizational and administrative assistance to an office staff of 5 while overseeing 75 + part time employees. Implemented new scheduling processes with AppointMate, handled customer service and took part in hiring and interviewing prospective employees; as well as other aspects of human resources, sales, and marketing initiatives.

May 2011 - Aug 2011

Team & coworkers

Colleagues at MoneyGuidePro® Created by PIEtech, Inc.

Other employees you can reach at moneyguidepro.com. View company contacts for 104 employees →

AO

Ashley Ohlsson Colleague at Moneyguidepro® Created By Pietech, Inc.Myrtle Beach, South Carolina, United States View → AG

Anne Goldberg Colleague at Moneyguidepro® Created By Pietech, Inc.Glen Allen, Virginia, United States View → LS

Lindsay Sowers Colleague at Moneyguidepro® Created By Pietech, Inc.Powhatan, Virginia, United States View → CB

Caitlin Bayer Colleague at Moneyguidepro® Created By Pietech, Inc.Greater Richmond Region, United States View → CR

Carla R Hunt, Cfp®, Chfc® Colleague at Moneyguidepro® Created By Pietech, Inc.Powhatan, Virginia, United States View → SB

Scott Bayer Colleague at Moneyguidepro® Created By Pietech, Inc.Greater Richmond Region, United States View → RR

Ryan Redd Colleague at Moneyguidepro® Created By Pietech, Inc.Richmond, Virginia, United States View → ET

Elijah Townsend Colleague at Moneyguidepro® Created By Pietech, Inc.Kill Devil Hills, North Carolina, United States View → MB

Mike Boyd Colleague at Moneyguidepro® Created By Pietech, Inc.Richmond, Virginia, United States View → TB

Tamika Brown Colleague at Moneyguidepro® Created By Pietech, Inc.Atlanta Metropolitan Area, United States View →

2 education records

Robert Mccarthy education

Bachelor Of Science (Bs) In Business Administration, Entrepreneurial And Small Business Operations

Auburn University

Education record

St. Christopher'S School

FAQ

Frequently asked questions about Robert Mccarthy

Quick answers generated from the profile data available on this page.

What company does Robert Mccarthy work for?

Robert Mccarthy works for MoneyGuidePro® Created by PIEtech, Inc..

What is Robert Mccarthy's role at MoneyGuidePro® Created by PIEtech, Inc.?

Robert Mccarthy is listed as Account Manager at Envestnet|MoneyGuide at MoneyGuidePro® Created by PIEtech, Inc..

What is Robert Mccarthy's email address?

AeroLeads has found 2 work email signals at @moneyguidepro.com for Robert Mccarthy at MoneyGuidePro® Created by PIEtech, Inc..

What is Robert Mccarthy's phone number?

AeroLeads has found 1 phone signal(s) with area code 804 for Robert Mccarthy at MoneyGuidePro® Created by PIEtech, Inc..

Where is Robert Mccarthy based?

Robert Mccarthy is based in Richmond, Virginia, United States while working with MoneyGuidePro® Created by PIEtech, Inc..

What companies has Robert Mccarthy worked for?

Robert Mccarthy has worked for Moneyguidepro® Created By Pietech, Inc., College Funding Group, and Visiting Angels Of The Northern Neck.

Who are Robert Mccarthy's colleagues at MoneyGuidePro® Created by PIEtech, Inc.?

Robert Mccarthy's colleagues at MoneyGuidePro® Created by PIEtech, Inc. include Ashley Ohlsson, Anne Goldberg, Lindsay Sowers, Caitlin Bayer, and Carla R Hunt, Cfp®, Chfc®.

How can I contact Robert Mccarthy?

You can use AeroLeads to view verified contact signals for Robert Mccarthy at MoneyGuidePro® Created by PIEtech, Inc., including work email, phone, and LinkedIn data when available.

What schools did Robert Mccarthy attend?

Robert Mccarthy holds Bachelor Of Science (Bs) In Business Administration, Entrepreneurial And Small Business Operations from Auburn University.

What skills is Robert Mccarthy known for?

Robert Mccarthy is listed with skills including Customer Service, Investments, Microsoft Office, Finance, Leadership, Social Media, Strategic Financial Planning, and Mutual Funds.

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