Tom Mccartney Email and Phone Number
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If you value candor, experience, reliability, and loyalty from a private wealth manager we should probably talk. Whether you are a private business owner or a corporate executive, tapping into over three decades of investment and insurance industry experience to help assure your lifestyle and legacy is a phone call away.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. My Advisor & Planner is not a registered/broker dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
My Advisor & Planner
View- Website:
- mapyourfuture.net
- Employees:
- 3
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Manager, Founding PrincipalMy Advisor & Planner Feb 2015 - PresentMy Advisor & Planner (MAP) is a private wealth management team that works to help assure lifestyle and legacy for the affluent client and their family. Our team takes a planning approach and customizes investment and insurance solutions as we collaborate with attorneys and accountants in an effort to best serve.We are an independent, privately-held office which allows for an uncluttered focus on you, the client. MAP is also part of a privately-held consortium that has been serving HNW clients for over forty years. To learn more visit www.mapyourfuture.net and www.mfin.com.
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Sr. Vp, Director Of Client DevelopmentNorthern Trust Wealth Management Jan 2013 - Nov 2014Greater Chicago AreaDirector of Client Development for the Wealth Management Group of Northern Trust in the Midwest States. Multi-disciplinary teams of wealth management professionals worked with affluent families, corporations, endowments and nonprofit corporations to develop comprehensive, custom and innovative financial solutions to help meet each clients' unique goals and objectives in the areas of growth, preservation and transfer of wealth. A Life Driven Wealth Management approach was utilized as we collaborated with Clients' as well as their other advisors. Region on pace for another year of record production when I departed. -
Sr. Vp, Wealth Management Regional Sales ManagerNorthern Trust Wealth Management 2009 - Jan 2013ChicagoPerformed in several regional and national sales management and supervisory capacities for both the broader Wealth Management group as well as for Northern Trust Securities, Inc. during periods of record growth for the Wealth Management division.
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Sr. Vice Presidnet, Chicago Sales ManagerNorthern Trust Corporation 2007 - 2009ChicagoNorthern Trust Securities, Inc. sales manager for Chicago retail brokers as well as for the national instutitional brokerage team. Reorganized group to better position and recognize talent and to drive efficiencies resulting in record production while enhancing oversight and transparency. -
President, Ceo, & Chairman Of The BoardVision Investment Services, Inc., Vision Asset Management, Inc., And Vision Insurance Services, Inc. 1998 - 2006Full-service Broker/Dealer, RIA, and Licensed Insurance Agency (Respectively) specializing in developing and running wealth management business primarily in concert with regional and community banks. At height partnered with 50+ financial institutions across the country. Known for cutting edge technology, thorough training, sales support, strategic leadership, and excellent risk mitigation.
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President, ChairmanFocused Financial Services, Inc. 1993 - 1999Elgin, IlFounding Principal of this agency/Third Party Marketing company. Built to include 450+ agents at peak located primarily throughout the Midwest. Early innovator in leveraging the internet to support the sales force and interact with Clients. Product fulfillment consisted of utilizing Life Insurance, Disability Insurance, and annuity products underwritten by highly-rated carriers.
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Principal, DirectorFocused Investment Services, Llc 1994 - 1997Chicago, IlFounding Principal and Director of this full service NASD Registered Broker/Dealer. This was a joint venture with Wayne Hummer & Co. which at the time was a self-clearing, regional Broker/Dealer. Firm grew at a record pace and the partners of Wayne Hummer & Co. bought me out in order to make this a wholly-owned subsidiary.
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Sr. Sales RepesentativeMinnesota Life 1987 - 1992St. Paul, Mn & Barrington, IlFormerly Minnesota Mutual Life. Group Division. Marketed and sold institutional and retail insurance and investment products primarily to and through financial institutions. Top producer in the Chicago Regional Office each of the last four years there.
Tom Mccartney Skills
Tom Mccartney Education Details
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Marketing/Marketing Management, General
Frequently Asked Questions about Tom Mccartney
What company does Tom Mccartney work for?
Tom Mccartney works for My Advisor & Planner
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What schools did Tom Mccartney attend?
Tom Mccartney attended University Of Wisconsin-Eau Claire.
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