Connor McGrath

Helping Clients Maximize Workplace Benefits, Reduce Tax Liabilities, and Increase Cash Flow

Role: Associate Manager at Tristate Financial Advisors
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Connor McGrath

At Tristate Financial Advisors (TFA), we specialize in helping employees and business…

Experience

Associate Manager
Tristate Financial Advisors
Jul 2025 — Present

Education

East Carolina University
Bachelor of Science in Business Administration, Finance

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@tristatefa.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Tristate Financial Advisors

Financial Services · 327 employees · Founded 2018 · Philadelphia, Pennsylvania, United States

At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy. To us, it is vital that we work with you to not only identify your current financial situation but anticipate what the future may bring: a private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. We have brand offices throughout the East Coast including Philadelphia; DC Area; Charlotte, NC; Charleston SC; and Nashville TN. Phone: Phone: (74••••••08 Email: i•••@tristatefa.com

tristatefa.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Connor McGrath

Experience

Associate Manager

Education

East Carolina University

Find verified contacts for anyone on LinkedIn