Tom McGee, CFA®, Financial Advisor at Morgan Stanley is committed to helping clients make smart decisions to help maximize the potential of their wealth so they can achieve and enjoy their life plans. Together with his team, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.Since 1985, Tom has served the needs of successful individuals and families who want their wealth to survive for future generations. His team is structured as a high value practice, where they provide key services and solutions. They help clients to accomplish their goals by acting as their personal chief financial officer—an experienced guide who helps them think through their challenges and take advantage of opportunities, while collaborating with them to determine and implement ideal solutions across all of their life plans. Successful individuals and families work with Tom to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community.Previously, Tom spent 28 years as a wealth manager in leading private banking firms and is a CFA® charterholder.Tom is blessed with his family including his wife Linda and their four biological and adopted children. In his time outside the office, he volunteers with community and faith-based organizations while passionately following his kids’ activities. Tom stays active by playing softball and basketball, boating, fishing, and golfing.Thomas (Tom) McGee
Listed skills include Investments, Trusts, Services, Financial Services, and 1 others.
