Shane McCormick Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ professional @ Equitable Advisors
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Shane McCormick Location
- Buffalo, NY, US
Shane McCormick Work
- CERTIFIED FINANCIAL PLANNER™ professional @ (January 2020 - Present)
- Senior Partner of Trinity Wealth Advisors, @ Trinity Wealth Advisors (March 2015 - Present)
- CERTIFIED FINANCIAL PLANNER™ professional at AXA Advisors, LLC @ (June 2002 - January 2020)
- Vice President, Northeast Region @ (June 2002 - December 2012)
- Registered Representative @ (June 2002 - March 2007)
Shane McCormick Education
- University of Pittsburgh 1998-2002
- Tonawanda High School
Shane McCormick Summary
- Shane McCormick, based in Buffalo, NY, US, is currently a CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors. Shane McCormick brings experience from previous roles at Trinity Wealth Advisors and AXA Advisors. Shane McCormick holds a 1998 - 2002 University of Pittsburgh. Shane McCormick has 2 emails and 1 mobile phone numbers on RocketReach.
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