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Tom Maclennan, Cfp® Email & Phone Number

Wealth Advisor, Financial Planner, Partner at WMS Advisors, LLC at WMS Advisors, LLC

Location: Charlotte, North Carolina, United States 3 work roles 2 schools

3 work emails found @wmsadvisors.com LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

WMS Advisors, LLC

Role

Wealth Advisor, Financial Planner, Partner at WMS Advisors, LLC

Location

Charlotte, North Carolina, United States

Who is Tom Maclennan, Cfp®? Overview

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Quick answer

Tom Maclennan, Cfp® is listed as Wealth Advisor, Financial Planner, Partner at WMS Advisors, LLC at WMS Advisors, LLC, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wmsadvisors.com and a matched LinkedIn profile for Tom Maclennan, Cfp®.

Tom Maclennan, Cfp® previously worked as Wealth Advisor, Financial Planner, Partner at Wms Advisors, Llc and Trust Associate at Wells Fargo Private Bank. Tom Maclennan, Cfp® holds B.S., Finance from Clemson University.

Company email context

Email format at WMS Advisors, LLC

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*@wmsadvisors.com

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AeroLeads found 3 current-domain work email signals for Tom Maclennan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Tom Maclennan, Cfp®

I am a Charlotte, NC-based investment advisor at WMS Advisors, LLC. We provide portfolio management and financial planning. Our clients range from young investors to high net worth families. We also service and advise retirement plans and charitable foundations.

Listed skills include Financial Analysis, Microsoft Excel, Strategic Financial Planning, Due Diligence, and 10 others.

Current workplace

Tom Maclennan, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wms Advisors, Llc

Wealth Advisor, Financial Planner, Partner at WMS Advisors, LLC

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Company profile

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3 roles

Tom Maclennan, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor, Financial Planner, Partner

Current

Wms Advisors, Llc

Rockville, Maryland, US

Manage existing clients and source new business.
Develop and lead firm strategy.
Lead compliance and regulatory efforts of WMS Advisors, LLC, an SEC registered Investment Advisor (RIA)
Create, implement and manage investment plans and portfolios for our clients
Research and analyze bonds, equities, mutual funds, exchange-traded funds, and direct participation programs.
Initiate and lead special projects.

Nov 2010 - Present

Trust Associate

Wells Fargo Private Bank

San Francisco, California, US

Supported two Trust Advisors in daily administration of their book of business.
Resolved client issues and answered questions through phone calls, e-mail, and face-to-face interaction.
Opened/closed accounts, managed overdrafts, and prepared client correspondence.
Communicated with outside professionals and Wells Fargo’s internal support groups to resolve account issues.
Managed monthly Lunch and Learn program sponsored by Cannon Institute.

May 2008 - May 2010

Research Analyst

Gni Capital

Conducted fundamental industry and company research by analyzing Standard and Poor’s industry reports, S.E.C. filings, and web based research.
Analyzed the LCDX, ABX, CDX and CMBX Indices to estimate their impact on the balance sheet of American Home Mortgage.
Explored investment opportunities related to the financial markets.
Created financial models using Microsoft Excel.
Analyzed past trading techniques and modeled bond portfolios for call risk

May 2007 - Aug 2007

2 education records

Tom Maclennan, Cfp® education

B.S., Finance

Clemson University

Accounting And Finance

T.L. Hanna High School

FAQ

Frequently asked questions about Tom Maclennan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Tom Maclennan, Cfp® work for?

Tom Maclennan, Cfp® works for WMS Advisors, LLC.

What is Tom Maclennan, Cfp®'s role at WMS Advisors, LLC?

Tom Maclennan, Cfp® is listed as Wealth Advisor, Financial Planner, Partner at WMS Advisors, LLC at WMS Advisors, LLC.

What is Tom Maclennan, Cfp®'s email address?

AeroLeads has found 3 work email signals at @wmsadvisors.com for Tom Maclennan, Cfp® at WMS Advisors, LLC.

Where is Tom Maclennan, Cfp® based?

Tom Maclennan, Cfp® is based in Charlotte, North Carolina, United States while working with WMS Advisors, LLC.

What companies has Tom Maclennan, Cfp® worked for?

Tom Maclennan, Cfp® has worked for Wms Advisors, Llc, Wells Fargo Private Bank, and Gni Capital.

How can I contact Tom Maclennan, Cfp®?

You can use AeroLeads to view verified contact signals for Tom Maclennan, Cfp® at WMS Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Tom Maclennan, Cfp® attend?

Tom Maclennan, Cfp® holds B.S., Finance from Clemson University.

What skills is Tom Maclennan, Cfp® known for?

Tom Maclennan, Cfp® is listed with skills including Financial Analysis, Microsoft Excel, Strategic Financial Planning, Due Diligence, Real Estate, Microsoft Office, Customer Service, and Powerpoint.

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