Zachary Mcgrath
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Zachary Mcgrath Email & Phone Number

Director @ LCG Advisors | Financial Planning & Analysis at LCG Advisors
Location: Land O' Lakes, Florida, United States 5 work roles 2 schools
2 work emails found @lcgadvisors.com 9 phones found area 813, 910, and 941 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 9 phones

Work email z****@lcgadvisors.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LCG Advisors
Role
Director @ LCG Advisors | Financial Planning & Analysis
Location
Land O' Lakes, Florida, United States
Company size
71 employees

Who is Zachary Mcgrath? Overview

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Quick answer

Zachary Mcgrath is listed as Director @ LCG Advisors | Financial Planning & Analysis at LCG Advisors, a company with 71 employees, based in Land O' Lakes, Florida, United States. AeroLeads shows a work email signal at lcgadvisors.com, phone signal with area code 813, 910, 941, and a matched LinkedIn profile for Zachary Mcgrath.

Zachary Mcgrath previously worked as Director at Lcg Advisors and Field Examiner at Lcg Advisors. Zachary Mcgrath holds Mba, Finance from University Of Tampa - John H. Sykes College Of Business.

Company email context

Email format at LCG Advisors

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{first_initial}{last}@lcgadvisors.com
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AeroLeads found 2 current-domain work email signals for Zachary Mcgrath. Compare company email patterns before reaching out.

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Profile bio

About Zachary Mcgrath

My roles as a financial professional have included advising individuals on strategies to achieve their financial goals as well as assisting banks in evaluating the quality of their asset-based loans. I welcome the opportunity to use my skills to develop business opportunities and contribute to the success of the right organization. Specialties: Retirement income planningPersonal budgetingAsset-based lending examinations/audits

Listed skills include Finance, Mutual Funds, Financial Analysis, Strategic Financial Planning, and 28 others.

Current workplace

Zachary Mcgrath's current company

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LCG Advisors
Lcg Advisors
Director @ LCG Advisors | Financial Planning & Analysis
tampa, florida, united states
Website
lcgadvisors.com
Employees
71
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Company profile
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5 roles

Zachary Mcgrath work experience

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

Director

Current
Lcg Advisors

Tampa, Florida, United States

  • Manage a team of Field Examiners and providing feedback, personnel evaluations, and strategic planning. All while continuing to perform due diligence engagements on behalf of lenders.- Manage consulting engagements for.
  • Deliver 15-20 billable days per month to contribute to the success and growth of LCG as a Company. Extensive weekly travel requirements demand focus on delivering reports, analysis, and recommendations on schedule and.
  • Assist in providing on the job training to new employees.
Oct 2014 - Present

Advisory Client Manager

T. Rowe Price Advisory Services, Inc

Tampa/St. Petersburg, Florida Area

  • Advised high net worth clients with a focus on portfolio strategy and retirement income analysis. The Price Retirement Income Manager® Program included assisting customers with fund selection, providing accumulation.
  • Developed and reviewed formal annual portfolio reviews for clients. Became the ongoing point of contact for over 500 clients who received our recommendations.
  • Provided essential guidance on financial planning topics like taxes, IRA withdrawals, estate planning, budgeting, college planning, and tax issues.
  • Published financial planning articles for internal distribution to entry-level employees for enrichment and skill-sharing.
Feb 2004 - Sep 2008

Personal Services Client Manager

T. Rowe Price Investment Services, Inc

Tampa/St. Petersburg, Florida Area

  • Managed relationships with over 1000 individually assigned high net worth.
  • Guided customers through investment decisions and basic investment strategies.
  • Provided clients with mutual fund guidance, brokerage trade execution, small business retirement plan service, and consultative sales discussions.
  • Directed the training of 24 entry level employees during a temporary assignment to our Training department. Became a provider of continuing training within the PSG department.
  • Qualified, enrolled, and serviced clients for our donor-advised fund products to manage their charitable giving goals.
Jul 1999 - Feb 2004

Retail Associate

T. Rowe Price Investment Services, Inc

Tampa/St. Petersburg, Florida Area

  • Provided sales and service support for the T. Rowe Price family of no-load mutual funds. I acquired extensive knowledge of our products' features and benefits and service capabilities. Provided technical support.
Oct 1997 - Jul 1999
Team & coworkers

Colleagues at LCG Advisors

Other employees you can reach at lcgadvisors.com. View company contacts for 71 employees →

AS Ashley Skorusa Ashley Skorusa Colleague at Lcg Advisors Tampa, Florida, United States, United States View → BJ Bonny Jacobi Bonny Jacobi Colleague at Lcg Advisors Mango, Florida, United States, United States View → SM Safirol Majid Safirol Majid Colleague at Lcg Advisors Putrajaya, Putrajaya Federal Territory, Malaysia, Malaysia View → EA Ethan A. Pagley Ethan A. Pagley Colleague at Lcg Advisors Pittsburgh, Pennsylvania, United States, United States View → KS Kenneth Sechler Kenneth Sechler Colleague at Lcg Advisors Greater Tampa Bay Area, United States View → JC J Craig J Craig Colleague at Lcg Advisors Crofton, Maryland, United States, United States View → MS Mikhail Suravnev Mikhail Suravnev Colleague at Lcg Advisors Denver, Colorado, United States, United States View → NC Nicole Coffey, Cpa Nicole Coffey, Cpa Colleague at Lcg Advisors St Petersburg, Florida, United States, United States View → CJ Christina Johnson, Cfe Christina Johnson, Cfe Colleague at Lcg Advisors Kemah, Texas, United States, United States View → KG Katie Glenn, Mba Katie Glenn, Mba Colleague at Lcg Advisors San Diego, California, United States, United States View →
2 education records

Zachary Mcgrath education

FAQ

Frequently asked questions about Zachary Mcgrath

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

What company does Zachary Mcgrath work for?

Zachary Mcgrath works for LCG Advisors.

What is Zachary Mcgrath's role at LCG Advisors?

Zachary Mcgrath is listed as Director @ LCG Advisors | Financial Planning & Analysis at LCG Advisors.

What is Zachary Mcgrath's email address?

AeroLeads has found 2 work email signals at @lcgadvisors.com for Zachary Mcgrath at LCG Advisors.

What is Zachary Mcgrath's phone number?

AeroLeads has found 9 phone signal(s) with area code 813, 910, 941 for Zachary Mcgrath at LCG Advisors.

Where is Zachary Mcgrath based?

Zachary Mcgrath is based in Land O' Lakes, Florida, United States while working with LCG Advisors.

What companies has Zachary Mcgrath worked for?

Zachary Mcgrath has worked for Lcg Advisors, T. Rowe Price Advisory Services, Inc, and T. Rowe Price Investment Services, Inc.

Who are Zachary Mcgrath's colleagues at LCG Advisors?

Zachary Mcgrath's colleagues at LCG Advisors include Ashley Skorusa, Bonny Jacobi, Safirol Majid, Ethan A. Pagley, and Kenneth Sechler.

How can I contact Zachary Mcgrath?

You can use AeroLeads to view verified contact signals for Zachary Mcgrath at LCG Advisors, including work email, phone, and LinkedIn data when available.

What schools did Zachary Mcgrath attend?

Zachary Mcgrath holds Mba, Finance from University Of Tampa - John H. Sykes College Of Business.

What skills is Zachary Mcgrath known for?

Zachary Mcgrath is listed with skills including Finance, Mutual Funds, Financial Analysis, Strategic Financial Planning, Analysis, Financial Planning, Due Diligence, and Retirement Planning.

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