Plaza Advisory Group, Inc. Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Plaza Advisory Group strives to deliver the ideal balance of customer service and financial knowledge anchored by our signature reliance on researched-based financial education. We believe this potent combination helps our clients to make good decisions, eliminate blind spots, and build a trusted, long-term relationship with our team. 

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to 
family, institutional and multigenerational investors. Our financial advisors deliver comprehensive 
wealth planning and investment strategy implementation, professional asset services, private 
banking, institutional consulting, international advisory and business solutions. We pride 
ourselves on delivering bespoke service with an unwavering commitment to excellence.
Securities and investment advisory services are offered through Steward Partners Investment 
Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. 
Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, 
LLC.
For important disclosure information, please see "Disclosures" page on our website 
https://www.stewardpartnersis.com/Disclosures.10.htm

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

Plaza Advisory Group, Inc. Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Plaza Advisory Group, Inc.'s Leadership

  • Stylized image of a person
    T. B.
    Partner, Managing Director, Wealth Manager
    Phone icon
  • Stylized image of a person
    J. R. C.
    Partner
    Phone icon
  • Stylized image of a person
    J. R.
    Partner
    Phone icon
  • Stylized image of a person
    M. D.
    Owner
    Phone icon
  • Stylized image of a person
    C. B.
    Director Of Wealth Planning
    Phone icon
  • Stylized image of a person
    L. A.
    Director
    Phone icon
  • Stylized image of a person
    W. H.
    Wealth Manager
    Phone icon
  • Stylized image of a person
    M. G.
    Wealth Manager
    Phone icon

Plaza Advisory Group, Inc. Employee Metrics

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

Contact profiles from Plaza Advisory Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Partner, Managing Director, Wealth Manager
    Phone icon
    United StatesMissouri
    Mar 11, 2026
  • Stylized image of a person
    J. R. C.
    Partner
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    J. R.
    Partner
    Phone icon
    Mar 11, 2026
  • Stylized image of a person
    M. D.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. B.
    Director Of Wealth Planning
    Phone icon
    United StatesMissouri
    Mar 11, 2026
  • Stylized image of a person
    L. A.
    Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    W. H.
    Wealth Manager
    Phone icon
    United StatesMissouri
    Mar 25, 2026
  • Stylized image of a person
    M. G.
    Wealth Manager
    Phone icon
    May 20, 2025
  • Stylized image of a person
    C. E.
    Operations Manager
    Phone icon
    United StatesMissouri
    Oct 21, 2024
  • Stylized image of a person
    J. H.
    Client Service And Operations Manager
    Phone icon
    United StatesMissouri
    Sep 11, 2024

Frequently Asked Questions

What is Plaza Advisory Group, Inc. known for?

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Plaza Advisory Group, Inc. was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 101 South Hanley Road Suite 1350 Clayton, Missouri 63105 United States. Explore Plaza Advisory Group, Inc.'s company overview page for more information.

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

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Plaza Advisory Group, Inc. employees' email format typically follows the pattern of . 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?

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Plaza Advisory Group, Inc. has approximately 12 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

  • Partner, Managing Director, Wealth Manager: T. B.
  • Partner: J. R. C.
  • Partner: J. R.
  • Owner: M. D.
  • Director Of Wealth Planning: C. B.

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