Thomas McIlwee
First Vice President - Financial Advisor with Morgan Stanley
- Role
- Financial Advisor Financial Planning Specialist at Morgan Stanley
- Location
- York County, PA, US
- LinkedIn followers
- 500 followers
About Thomas McIlwee
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how I can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement. Areas of focus: Investments, Personal Retirement Planning, Special Needs Planning, Cash Management and Lending Solutions, Managed Accounts and Advisory Solutions
Experience
Financial Advisor Financial Planning Specialist
Apr 2012 — Present · York, PA
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to help craft a strategy that helps to meet your individual financial needs.© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC 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: 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.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.
Education
York College of Pennsylvania
Business
2001 — 2004
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