Tom Mcginley

Tom Mcginley Email and Phone Number

Vice President and Senior Portfolio Manager and Financial Advisor, CRPC® @ Morgan Stanley
New York, NY, US
Tom Mcginley's Location
New York City Metropolitan Area, United States
Tom Mcginley's Contact Details

Tom Mcginley work email

Tom Mcginley personal email

n/a
About Tom Mcginley

I help my clients carefully manage and invest their money so they have it for the things most important to them. My experience as an entrepreneur fostered my desire to grow a practice of my own. My 13 year career as a Wall Street Banker instilled the discipline of risk management and the value of relationships. My involvement in two successful fourth generation family business taught me the importance of planning and a legacy.As a Chartered Retirement Planning Counselor℠ (CRPC®), I utilize a financial-planning based approach to serve as a personal financial life coach or family CFO to my clients. I believe achieving personal wealth is about having a plan and adjusting it as life changes around you. I focus on the following: - Financial Planning- Investment Management- Asset Allocation- Retirement Planning and Income- Capital Preservation Strategies- Portfolio Risk Management- Liquidity Solutions- Alternative Investments- Stock Options and Concentrated Stock Positions- 401K and Retirement PlansPlease contact me for more information.Skills include:Wealth Management, Strategic Financial Planning, Retirement Planning, Investment Advisory and Management and Lending Solutions.NMLS # 578214

Tom Mcginley's Current Company Details
Morgan Stanley

Morgan Stanley

View
Vice President and Senior Portfolio Manager and Financial Advisor, CRPC®
New York, NY, US
Employees:
94640
Tom Mcginley Work Experience Details
  • Morgan Stanley
    Vice President And Senior Portfolio Manager And Financial Advisor, Crpc®
    Morgan Stanley
    New York, Ny, Us
  • Morgan Stanley
    Vice President/ Senior Portfolio Manager/ Financial Advisor, Crpc®
    Morgan Stanley Aug 2011 - Present
    Greater New York City Area, United States
    Licenses currently held:Series 7 - General Securities RepresentativeSeries 63 - Uniform State ExamLife, Variable and Variable Life Insurance©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html-The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.-Asset Allocation does not guarantee a profit or protect against loss in a declining financial market.-Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.-Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
  • Merrill Lynch
    Financial Advisor, Crpc®
    Merrill Lynch Oct 2009 - Jul 2011
    Greater New York City Area, United States
    Advised executives participating in corporate stock plans with exercising stock options and financial planning.
  • Thomas J. Mcginley Sr. Family Llc
    Manager
    Thomas J. Mcginley Sr. Family Llc Feb 2008 - Dec 2009
    Greater New York City Area, United States
    Managed a privately held family LLC holding minority interests in the NFL's Pittsburgh Steelers and a Pittsburgh-based wholesale beer distributor, Wilson-McGinley Inc.
  • Bny Mellon
    Vice President - Investment Management And Insurance Group
    Bny Mellon Sep 2004 - May 2009
    Greater New York City Area, United States
    Managed relationships and provided financing to multinational insurance companies, investment managers and mutual funds. Marketed Bank's securities servicing, cash management, treasury and asset management products and services.- Responsible for relationships generating over $150 million in annual revenue for the Bank- Managed a loan portfolio over $10 billion
  • Standard Chartered Bank
    Vice President - Corporate & Institutional Banking
    Standard Chartered Bank Jun 1998 - Feb 2003
    Greater New York City Area, United States
    Banker at Standard Chartered covering broker dealers, insurance companies and fund managers. Managed a multi-billion dollar loan portfolio.
  • Bank Of America
    Credit Analyst
    Bank Of America 1996 - 1998
    Wilmington, De
  • Campus Cakes Inc.
    Entrepreneur
    Campus Cakes Inc. 1992 - 1996
    Baltimore, Maryland Area, United States
    Started a direct marketing business in a college dorm room selling birthday cakes to parents of college students.

Tom Mcginley Education Details

Frequently Asked Questions about Tom Mcginley

What company does Tom Mcginley work for?

Tom Mcginley works for Morgan Stanley

What is Tom Mcginley's role at the current company?

Tom Mcginley's current role is Vice President and Senior Portfolio Manager and Financial Advisor, CRPC®.

What is Tom Mcginley's email address?

Tom Mcginley's email address is th****@****ley.com

What schools did Tom Mcginley attend?

Tom Mcginley attended Fordham Gabelli School Of Business, Loyola University Maryland, Central Catholic High School (Pittsburgh, Pa).

Who are Tom Mcginley's colleagues?

Tom Mcginley's colleagues are Jim Kong, Susan Golpe, Surbhi Maggo, Ramin Mahdavi, Zsolt Holman, Buxian Li, Debra S..

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