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Plaza Advisory Group, Inc. Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Plaza Advisory Group, Inc. operates within the financial services sector, offering client-focused services that blend financial knowledge with a strong emphasis on educational, research-based guidance. The firm aims to help clients make informed decisions, uncover overlooked considerations, and foster long-term relationships through a foundation of financial education and personalized service. Based in Clayton, Missouri, the company serves a professional audience in a full-service, advisory capacity aligned with other independent wealth management practices.

As part of the broader stewardship framework associated with Steward Partners Global Advisory, Plaza Advisory Group positions itself in a market that prioritizes comprehensive wealth planning and investment strategy implementation for individuals and families, with attention to professional asset services and related advisory solutions. The organization operates within the broader financial services industry and maintains a local footprint in the Missouri market, reflecting its emphasis on client service and educationally grounded advisory support.

Find Plaza Advisory Group, Inc. employees' phone numbers or email addresses

Plaza Advisory Group, Inc. Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Plaza Advisory Group, Inc.'s Leadership

  • Partner at Plaza Advisory Group, Inc.
    J. R. C.
    Partner
    Mobile Phone
  • Partner at Plaza Advisory Group, Inc.
    J. R.
    Partner
    Mobile Phone
  • Owner at Plaza Advisory Group, Inc.
    M. D.
    Owner
    Mobile Phone
  • Director at Plaza Advisory Group, Inc.
    L. A.
    Director
    Mobile Phone
  • Wealth Manager at Plaza Advisory Group, Inc.
    M. G.
    Wealth Manager
    Mobile Phone
  • Analyst at Plaza Advisory Group, Inc.
    N. S.
    Analyst
    Mobile Phone

Plaza Advisory Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Finance
  • Other

Contact profiles from Plaza Advisory Group, Inc.

Name
Title
Contact
Location
Last Update
  • Partner at Plaza Advisory Group, Inc.
    J. R. C.
    Partner
    Mobile Phone
    Sep 18, 2026
  • Partner at Plaza Advisory Group, Inc.
    J. R.
    Partner
    Mobile Phone
    Mar 03, 2026
  • Owner at Plaza Advisory Group, Inc.
    M. D.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Director at Plaza Advisory Group, Inc.
    L. A.
    Director
    Mobile Phone
    Oct 21, 2024
  • Wealth Manager at Plaza Advisory Group, Inc.
    M. G.
    Wealth Manager
    Mobile Phone
    Jun 08, 2026
  • Analyst at Plaza Advisory Group, Inc.
    N. S.
    Analyst
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Plaza Advisory Group, Inc. known for?

Minus sign iconPlus sign iconPlaza Advisory Group, Inc. was founded in 1985 and operates in the Financial Services industry. Explore Plaza Advisory Group, Inc.'s company overview page for more information.

What is Plaza Advisory Group, Inc.'s most common email format?

Minus sign iconPlus sign iconPlaza Advisory Group, Inc. employees' email format typically follows the pattern of FLast@plazaadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Plaza Advisory Group, Inc. email formats with LeadIQ.

How many employees does Plaza Advisory Group, Inc. have currently?

Minus sign iconPlus sign iconPlaza Advisory Group, Inc. has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Plaza Advisory Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Plaza Advisory Group, Inc.'s key employees include:

  • Partner: J. R. C.
  • Partner: J. R.
  • Owner: M. D.
  • Director: L. A.
  • Wealth Manager: M. G.

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