Shawn McLaughlin

Planner

Frustrated with finances? Work hard everyday, but spinning your wheels paying debts? Financial Planner and Dave Ramsey-endorsed provider for just under a decade, Shawn McLaughlin, has your solution: formulate a plan, concentrate on it, and know where you're headed. Shawn is dedicated to providing the most ethical and effective financial solutions to clients working toward retirement, college planning, estate planning, and embracing a debt free lifestyle. He will create a plan that can be understood and easy to follow.

Some of his Specialties Include:

  • Mutual Funds
  • Traditional and Roth IRAs
  • 401k Rollovers
  • Fixed and Variable Annuities
  • 403b/Tax Sheltered Annuities
  • Long Term Care Insurance
  • Life Insurance
  • Retirement and Estate Planning
  • Small Business planning

Education

  • Boston College – Chestnut Hill, MA
    Bachelor of Science in Business Administration

Professional Experience

  • Sgroi Financial, LLC – Financial Planning. Currently hold Series 7, Series 31, Series 66 (inclusive of both Series 63 and Series 65), Life, Accident and Health licenses.
  • Sgroi Financial, LLC – Actively involved with the Dave Ramsey nationally broadcast television and radio programs. Shawn is the Endorsed Local Provider for Investment and Long Term Care advice in the Western New York area.
  • Morgan Stanley – Albany, NY. Financial Advisor. Held the above licenses and series.
  • Frequent appearances on the Sgroi Financial money segment on WKBW “AM Buffalo” TV show

Community Involvement

  • Board member of the local National Academy of Finance
  • Junior Achievement consultant & volunteer
  • Teacher of Adult & Community Education courses on various financial topics.
  • Frequently hosts seminars and live events pertaining to the philosophies of the Dave Ramsey Show
  • Head Lacrosse coach for the 13 year old & under Trojan Lacrosse Association (TLA) summer program
  • Previously the head Modified Lacrosse coach for the West Seneca East District