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MEMBER PROFILE

 

Tom McKee

Edward Jones

 

Member profile details

Membership level
Philadelphia Emerging Professional
First name
Tom
Last name
McKee
Title
Financial Advisor
Company
Edward Jones
XPX Chapter Email Lists
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
Lansdale
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
You have a client with complex financial issues that needs to develop, or improve, their financial plan.
Why I/we support XPX
To build relationships with people who can help my clients with exit strategy.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Cash flow enhancements
  • Debt
  • Employee benefits
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Investments
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CEPA®, AAMS™
In Business Since
2018
How to contact
Email: thomas.mckee@edwardjones.com Phone: 215-855-5743
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