Shane E. Mccormick, Cfp®
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Shane E. Mccormick, Cfp® Email & Phone Number

Certified Financial Planner at Equitable Advisors at Equitable Advisors
Location: Buffalo, New York, United States 5 work roles 2 schools
1 work email found @axa-advisors.com 3 phones found area 716 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@axa-advisors.com
Direct phone (716) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Certified Financial Planner at Equitable Advisors
Location
Buffalo, New York, United States
Company size

Who is Shane E. Mccormick, Cfp®? Overview

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Quick answer

Shane E. Mccormick, Cfp® is listed as Certified Financial Planner at Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in Buffalo, New York, United States. AeroLeads shows a work email signal at axa-advisors.com, phone signal with area code 716, and a matched LinkedIn profile for Shane E. Mccormick, Cfp®.

Shane E. Mccormick, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors and Senior Partner of Trinity Wealth Advisors, at Trinity Wealth Advisors. Shane E. Mccormick, Cfp® studied at University Of Pittsburgh.

Company email context

Email format at Equitable Advisors

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*@axa-advisors.com
68% confidence

AeroLeads found 1 current-domain work email signal for Shane E. Mccormick, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Shane E. Mccormick, Cfp®

Shane E. Mccormick, Cfp® is a Certified Financial Planner at Equitable Advisors at Equitable Advisors. He possess expertise in 403 b, 529 plans, asset allocation strategies, estate planning strategies, financial advisory services and 8 more skills.

Listed skills include 403 B, 529 Plans, Asset Allocation Strategies, Estate Planning Strategies, and 9 others.

Current workplace

Shane E. Mccormick, Cfp®'s current company

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

Equitable Advisors
Equitable Advisors
Certified Financial Planner at Equitable Advisors
Website
Employees
3118
AeroLeads page
5 roles

Shane E. Mccormick, Cfp® work experience

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

Certified Financial Planner™ Professional

Current

Williamsville, New York

Trinity Wealth Advisors is not owned or operated by Equitable Advisors or its affiliates. In addition, I currently maintain my CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, which provides me the capabilities to develop and implement a customized comprehensive financial plan.CFP® and CERTIFIED FINANCIAL PLANNER™ professional are.

Jan 2020 - Present

Senior Partner Of Trinity Wealth Advisors,

Current
Trinity Wealth Advisors

Williamsville, NY

Trinity Wealth Advisors is part of Equitable Advisors Elite Producer Group.

Mar 2015 - Present

Certified Financial Planner™ Professional At Axa Advisors, Llc

Western New York And Pennsylvania

AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)Trinity Wealth Advisors is not owned or operated by AXA Advisors or its affiliates. In addition, I currently maintain my CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, which provides me the capabilities to develop and.

Jun 2002 - Jan 2020

Vice President, Northeast Region

Jun 2002 - Dec 2012

Registered Representative

Jun 2002 - Mar 2007
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at equitable.com. View company contacts for 3118 employees →

2 education records

Shane E. Mccormick, Cfp® education

Education record

University Of Pittsburgh

Activities and Societies: Phi Kappa Epsilon

FAQ

Frequently asked questions about Shane E. Mccormick, Cfp®

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

What company does Shane E. Mccormick, Cfp® work for?

Shane E. Mccormick, Cfp® works for Equitable Advisors.

What is Shane E. Mccormick, Cfp®'s role at Equitable Advisors?

Shane E. Mccormick, Cfp® is listed as Certified Financial Planner at Equitable Advisors at Equitable Advisors.

What is Shane E. Mccormick, Cfp®'s email address?

AeroLeads has found 1 work email signal at @axa-advisors.com for Shane E. Mccormick, Cfp® at Equitable Advisors.

What is Shane E. Mccormick, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 716 for Shane E. Mccormick, Cfp® at Equitable Advisors.

Where is Shane E. Mccormick, Cfp® based?

Shane E. Mccormick, Cfp® is based in Buffalo, New York, United States while working with Equitable Advisors.

What companies has Shane E. Mccormick, Cfp® worked for?

Shane E. Mccormick, Cfp® has worked for Equitable Advisors, Trinity Wealth Advisors, and Axa Advisors.

Who are Shane E. Mccormick, Cfp®'s colleagues at Equitable Advisors?

Shane E. Mccormick, Cfp®'s colleagues at Equitable Advisors include Marina Idoyatova, Tom Zupancic, Annahid Samiljan, Vanessa Raquel Melendez-Rodriguez, and Sheena Garetson.

How can I contact Shane E. Mccormick, Cfp®?

You can use AeroLeads to view verified contact signals for Shane E. Mccormick, Cfp® at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Shane E. Mccormick, Cfp® attend?

Shane E. Mccormick, Cfp® studied at University Of Pittsburgh.

What skills is Shane E. Mccormick, Cfp® known for?

Shane E. Mccormick, Cfp® is listed with skills including 403 B, 529 Plans, Asset Allocation Strategies, Estate Planning Strategies, Financial Advisory Services, Financial Planning, Insurance Planning, and Iras.

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