Compass Sgroi Financial, LLC


Welcome

About Us

Services

Products

Company Newsletter

Links

Investor Education

Locate Us

Contact Us

Community

 

 

 

 

 


Shawn P. McLaughlin

Personal:
Happily married to wife Jessica with son (Jack) & daughter (Fiona)..

Education:
Boston College - Chestnut Hill, MA

  • May 1999, Bachelor of Science in Business Administration.

Experience:
September 2003- Present:

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.

   
August 2001-June 2003: Morgan Stanley , Albany, NY. Held title of Financial Advisor where I held the above licenses and series.

Interests:

  • Actively involved with the Dave Ramsey nationally broadcast television and radio programs. I am the Endorsed Local Provider (ELP) for investment advice in the Western New York area. If you are a fan of Dave or have questions about the system please do not hesitate to contact me.
  • Junior Achievement consultant & volunteer.
  • Teacher of a number of Adult & Community Education courses on various financial topics.
  • Head Modified Lacrosse coach for the West Seneca East District.
  • Head Lacrosse coach for the 13 year old & under Trojan Lacrosse Association (TLA) summer program.
  • Board member of the local National Academy of Finance.
  • Playing golf & Lacrosse & spending time with my wife & family.

 

965 Union Road
West Seneca, NY 14224
Tel : (716) 674-6700
(800) 989-6710
Fax : (716) 674-6822
info@sgroifinancial.com

Securities offered through Cadaret, Grant & Co., Inc. - Member NASD/SIPC
Sgroi Financial, LLC & Cadaret, Grant are separate entities.