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Sean Mcelroy Email & Phone Number
Financial Advisor at Plum Pointe Wealth Management
at
Plum Pointe Wealth Management
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor at Plum Pointe Wealth Management
Location
Cranston, Rhode Island, United States
Company size
Who is Sean Mcelroy? Overview
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Quick answer
Sean Mcelroy is listed as Financial Advisor at Plum Pointe Wealth Management at Plum Pointe Wealth Management, a company with 2 employees, based in Cranston, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Sean Mcelroy.
Sean Mcelroy previously worked as Financial Advisor at Plum Pointe Wealth Management. Sean Mcelroy holds Bachelor Of Science - Bs, Psychology from University Of Rhode Island.
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Plum Pointe Wealth Management
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Profile bio
About Sean Mcelroy
A team leader providing financial strategies, growing net worth and reducing risk.
Current workplace
Sean Mcelroy's current company
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Plum Pointe Wealth Management
1 role
Sean Mcelroy work experience
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Financial AdvisorAs a financial advisor and relationship manager with Plum Pointe Wealth Management, I have guided individuals, families and small businesses navigate all aspects of their financial life by developing comprehensive strategies for managing financial risk and building wealth. I pride myself in developing a deep understanding of clients by building meaningful relationships based on a foundation of trust. This enables me to better serve and connect. This deep understanding of unique personal needs… Show more As a financial advisor and relationship manager with Plum Pointe Wealth Management, I have guided individuals, families and small businesses navigate all aspects of their financial life by developing comprehensive strategies for managing financial risk and building wealth. I pride myself in developing a deep understanding of clients by building meaningful relationships based on a foundation of trust. This enables me to better serve and connect. This deep understanding of unique personal needs helps me best evaluate the most effective approach to promote financial success. Married with 2 young boys, I am active in the community through a variety of sports and mentoring relationships. Show less
2 education records
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FAQ
Frequently asked questions about Sean Mcelroy
Quick answers generated from the profile data available on this page.
What company does Sean Mcelroy work for?
Sean Mcelroy works for Plum Pointe Wealth Management.
What is Sean Mcelroy's role at Plum Pointe Wealth Management?
Sean Mcelroy is listed as Financial Advisor at Plum Pointe Wealth Management at Plum Pointe Wealth Management.
Where is Sean Mcelroy based?
Sean Mcelroy is based in Cranston, Rhode Island, United States while working with Plum Pointe Wealth Management.
What companies has Sean Mcelroy worked for?
Sean Mcelroy has worked for Plum Pointe Wealth Management.
Who are Sean Mcelroy's colleagues at Plum Pointe Wealth Management?
Sean Mcelroy's colleagues at Plum Pointe Wealth Management include Brandon M. Davis, Ccp, Lp and Lily Drury.
How can I contact Sean Mcelroy?
You can use AeroLeads to view verified contact signals for Sean Mcelroy at Plum Pointe Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sean Mcelroy attend?
Sean Mcelroy holds Bachelor Of Science - Bs, Psychology from University Of Rhode Island.
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