Thomas Mcgregor

Thomas Mcgregor Email and Phone Number

Simplifying your retirement income plan | Taking the complexity out of retirement income | Retirement planning for people age 50 and older @ Equitable Advisors
Thomas Mcgregor's Location
Greenville, South Carolina, United States, United States
About Thomas Mcgregor

We specialize in helping people at or near retirement. We do our best work with clients who:- Are diligent savers- Nice people- Need a trusted advisor-Are at or near retirement answer some “BIG” questions such as:1. Can I afford to retire?2. Can my portfolio be improved?3. Can I eliminate or reduce threats to my retirement?If this sounds like you, we would love to speak with you. Let’s get in touch.

Thomas Mcgregor's Current Company Details
Equitable Advisors

Equitable Advisors

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Simplifying your retirement income plan | Taking the complexity out of retirement income | Retirement planning for people age 50 and older
Website:
equitable.com
Employees:
3118
Thomas Mcgregor Work Experience Details
  • Equitable Advisors
    Senior Vice President
    Equitable Advisors Jul 2022 - Present
    Greenville, Sc
    I specialize in helping individuals and couples at or near retirement reach their goals with confidence. In addition to the work I do as a financial planner, I serve as a mentor for Financial Advisors across North and South Carolina.
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  • Equitable Advisors
    Vice President
    Equitable Advisors Jun 2020 - Present
    Greenville, Sc
    I am pleased to lead a team of financial professionals dedicated to helping our clients identify, prioritize and develop plans to reach their financial goals. We pride ourselves in offering objective advice and strategies to assist in meeting each individual need. In addition to leadership responsibilities, I continue to be a trusted guide helping families and businesses overcome financial uncertainty and reach their goals with confidence. Our team is comprised of specialists that assist individuals, businesses, and groups with Deferred Compensation Retirement Planning, Investments, Risk Management, Estate Planning Strategies, and Financial Planning.
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jul 2009 - Jun 2020
    Greenville, South Carolina Area
    On June 15, 2020, the firm’s name was changed from AXA Advisors, LLC to Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN).
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Thomas Mcgregor Education Details

Frequently Asked Questions about Thomas Mcgregor

What company does Thomas Mcgregor work for?

Thomas Mcgregor works for Equitable Advisors

What is Thomas Mcgregor's role at the current company?

Thomas Mcgregor's current role is Simplifying your retirement income plan | Taking the complexity out of retirement income | Retirement planning for people age 50 and older.

What schools did Thomas Mcgregor attend?

Thomas Mcgregor attended Clemson University.

Who are Thomas Mcgregor's colleagues?

Thomas Mcgregor's colleagues are Sean Mccoy, Ariella Addi, Ashley White, Paul Remus, Alex Cramer, Ricp®, Crpc®, Arya Naghdi, Gerald "jj" Calabrese.

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