Thomas Mc Kelvey, Cfp®
About Thomas Mc Kelvey, Cfp®
Thomas McKelvey, CFP®, serves as Senior Vice President of Wealth Management and Financial Advisor at UBS Financial Services, Inc. He has over 15 years of experience in this role and holds degrees in Business Economics and Banking & Finance.
Work at UBS
Thomas Mc Kelvey has served as Senior Vice President in Wealth Management at UBS Financial Services, Inc. since 2009. His role as a Financial Advisor involves providing comprehensive financial planning and investment strategies to clients. Mc Kelvey operates from the firm's office located at 1251 Avenue of the Americas, New York, NY. His tenure at UBS exceeds 15 years, reflecting a sustained commitment to the firm and its clients.
Education and Expertise
Thomas Mc Kelvey holds a Bachelor of Science degree in Business Economics from North Dakota State University, which he completed from 1974 to 1979. He furthered his education with a Master of Business Administration in Banking and Finance from Adelphi University, studying from 1983 to 1986. Additionally, he obtained a Diploma in Credit Analysis from NYU School of Continuing Education, completing the program from 1990 to 1991. This educational background supports his expertise in financial advisory services.
Background
Thomas Mc Kelvey has a diverse educational and professional background that supports his role in wealth management. He has been licensed to operate in multiple states, including California, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, New Jersey, Nevada, New York, Pennsylvania, Virginia, Virgin Islands, and Vermont. This extensive licensing allows him to serve a broad client base across various regions.
Achievements
Throughout his career, Thomas Mc Kelvey has established a reputation in the financial services industry. His long-term position at UBS Financial Services, Inc. and his extensive educational qualifications demonstrate his commitment to professional development and client service. His role as a Senior Vice President in Wealth Management highlights his leadership within the organization.