Joseph McElwee Email
Managing Director, Senior Wealth Advisor @ Legacy Wealth Planning Group
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Joseph McElwee Location
- Tampa, FL, US
Joseph McElwee Work
- Managing Director, Senior Wealth Advisor @ (July 2023 - Present)
- VP, Senior Advisor - Private Client Group @ (October 2021 - July 2023)
- AVP, Senior Relationship Manager @ (January 2020 - October 2021)
- AVP, Relationship Manager @ (March 2018 - January 2020)
- Financial Consultant - Tampa Investor Center @ (October 2016 - December 2018)
- Financial Consultant - Advisory Group @ (October 2013 - September 2016)
- Retirement Specialist - High Net Worth @ (March 2011 - September 2013)
- Outbound Retirement Sales @ (October 2007 - February 2011)
- Retirement Service Specialist @ (July 2006 - September 2007)
- Retirement Service Representative @ (September 2005 - June 2006)
Joseph McElwee Education
- Frostburg State University
Bachelor of Science - BS (Finance)
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
Joseph McElwee Summary
- Joseph McElwee, based in Tampa, FL, US, is currently a Managing Director, Senior Wealth Advisor at Legacy Wealth Planning Group. Joseph McElwee brings experience from previous roles at T. Rowe Price. Joseph McElwee holds a Bachelor of Science - BS in Finance @ Frostburg State University. Joseph McElwee has 5 emails on RocketReach.
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