Plaza Advisory Group, Inc. logo

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

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  • United States Of America
    19

Plaza Advisory Group, Inc.'s Leadership

  • Stylized image of a person
    J. R. C.
    Partner
  • Stylized image of a person
    J. R.
    Partner
  • Stylized image of a person
    M. D.
    Owner
  • Stylized image of a person
    L. A.
    Director
  • Stylized image of a person
    M. G.
    Wealth Manager
  • Stylized image of a person
    N. S.
    Analyst

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
Location
Last Update
  • Stylized image of a person
    J. R. C.
    Partner
    Jun 02, 2026
  • Stylized image of a person
    J. R.
    Partner
    Mar 03, 2026
  • Stylized image of a person
    M. D.
    Owner
    Oct 23, 2024
  • Stylized image of a person
    L. A.
    Director
    Oct 21, 2024
  • Stylized image of a person
    M. G.
    Wealth Manager
    Jun 08, 2026
  • Stylized image of a person
    N. S.
    Analyst
    Oct 17, 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. 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 10 employees as of July 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 July 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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