Thomas J. McKelvey, CFP - UBS Financial Services Inc.

Thomas J. McKelvey, CFP is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in New York City. With over 35 years of industry experience, he specializes in providing highly personalized wealth management services to high net worth individuals, families, professionals, and businesses across the United States. Thomas offers a customized approach to wealth management, focusing on personal relationships and understanding the unique needs and aspirations of his clients. He provides a range of services, including retirement and investment planning, asset allocation, and financial planning. Thomas holds an MBA in Banking and Finance from Adelphi University and a BS in Business Economics from North Dakota State University. He is a Certified Financial Planner and has previously worked at Smith Barney and Citigroup. Outside of work, Thomas enjoys golfing, boating, and travel, and resides in Bayport, NY with his wife and two daughters.

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