Sam McElroy

ABOUT Sam McElroy

As one of the co-founders and partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals.  In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis. 

Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology.  Sam has always placed a large value on community involvement as well as education and engages in furthering the development of financial literacy through the continued development of @financial's Public Education Series as well as programs associated with both national and local non-profit organizations.  This passion for continued learning and personal development has lead Sam to focus on developing programs and services aimed to help individuals and their children to pursue their own educational endeavors and helping to make it possible students to receive the best education possible for the most affordable cost.

Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.

Designations

Qualifications

Sam McElroy holds a Doctor of Psychology and is licensed for both securities and insurance. 

Sam McElroy is a sought-after speaker who appear regularly on top financial TV shows on networks like CNBC where he shares his insights about investing in today’s markets with a special focus on those planning for college and/or retirement. Sam McElroy is also a regular guest on the TV show The Income Generation hosted by David J. Scranton.

Sam McElroy and Tad Cook also host a weekly radio show called Mindful Money which airs Saturdays on WCGO 1590 and also write Market Commentary Reports that provide insights into developments in the financial markets. They are also interviewed for articles that appear in publications like the Chicago Tribune. The Market Commentary Reports and links to these articles can be found at: 
https://atfinancial.wordpress.com/

Licensed - Yes

License No - 8771295

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting
FAFSA Review
Scholarship Search
ACT/SAT Prep

Meetings Offered

My Office
Over Phone
Webmeetings

Availability

Mornings
Afternoons