About Deirdre Mary McElroy

Deirdre Mary McElroy, AAMS®


Deirdre Mary McElroy is a CERTIFIED FINANCIAL PLANNER™ who provides financial planning, investment management, and risk management, all tailored to your needs and preferences, putting her broad expertise along with deep industry resources at LPL Financial to work for your future.

Her constant focus comes from the ethos of "client interests first" which leads to superior service and enviable advisor-client relationships. Her mission is to build, preserve and protect your assets by offering comprehensive advisory services and an exceptional relationship.

Deirdre partners with you in your financial goals, aiming to pursue an acceptable total return over your time horizon.She believes in the discipline of investing in a diversified portfolio of high quality securities spread over non-correlated asset classes and integration of Impact Investing principles. Portfolios are tailored to match each investor’s individual investment goals. There is no guarantee that the stated objective will be achieved.

Ms. McElroy runs her fiercely independent practice in an intelligent, ethical, data-driven and process-oriented manner. She wants to impart financial confidence and seeks to constantly improve delivery of quality.

While pursuing investment goals entails some risk, Deirdre manages portfolio risk via diversification and focusing on timeline-driven goals to keep expectations realistic. She avoids getting caught up in short-term market swings, panic or euphoria.

**There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Credentials and More ~

Deirdre holds the Series 7 General Securities Representative and Series 66 Uniform Combined State Law exam registrations through LPL Financial. She earned her AAMS® and CFP® (CFP Board ID #133619).

Deirdre is a frequent convener, moderator and speaker at forums for endowed parishes, and social and environmentally-responsible investors. She is highly capable and passionate in assisting you, your family, parish or non-profit with education and guidance-for risk management, prudent practices, and across all asset classes from stable value to the growthiest of asset classes. Deirdre is a dynamic professional with consulting experience around the globe. She has lived, worked and studied in Morocco, Egypt, Australia, China (Hong Kong), the Philippines, India, France, Vienna, the United Kingdom.