DJ McElroy has been helping individuals, families, and business owners make confident financial decisions since 2012. He began his career with Raymond James Asset Management, partnering with advisors who served high-net-worth individuals, foundations, and endowments through investment analysis and portfolio strategy. Today, he helps clients navigate financial planning, wealth management, and business transition planning with a focus on aligning financial decisions with their long-term goals.
Raised in a family of small business owners, DJ developed an early appreciation for the dedication, perseverance, and risk-taking required to build a successful business. He worked in residential construction and later operated his own small business while attending college, experiences that continue to shape his practical approach to helping business owners and entrepreneurs navigate growth, succession, and transition planning.
DJ is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Accredited Investment Fiduciary® (AIF®) and Certified Exit Planning Advisor® (CEPA®) designations. He earned a bachelor’s degree in Food and Resource Economics from the University of Florida and an MBA from the University of South Florida.
DJ and his wife, Stefani, a CPA at a local accounting firm, are raising their two children in St. Petersburg. Outside of work, he enjoys hiking and spending time with his family.
An active community volunteer, DJ serves on the board of the Police Athletic League of St. Petersburg and leads its maintenance committee. He is also involved with the National MS Society and Habitat for Humanity and serves as Chair of Corporate Recruitment for the Bike MS Suncoast Challenge, helping raise support for individuals and families affected by multiple sclerosis.
Disclosure: Neither Raymond James Financial Services nor any Raymond James Financial Advisor provides advice on tax or legal issues, these matters should be discussed with the appropriate professional. Raymond James is not affiliated with nor endorses any of the above named independent organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
