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
- 2023 -now Managing Director, Senior Wealth Advisor @
- 2021 -2023 VP, Senior Advisor - Private Client Group @
- 2020 -2021 AVP, Senior Relationship Manager @
- 2018 -2020 AVP, Relationship Manager @
- 2016 -2018 Financial Consultant - Tampa Investor Center @
- 2013 -2016 Financial Consultant - Advisory Group @
- 2011 -2013 Retirement Specialist - High Net Worth @
- 2007 -2011 Outbound Retirement Sales @
- 2006 -2007 Retirement Service Specialist @
- 2005 -2006 Retirement Service Representative @
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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