Tom McElwee Email & Phone Number
Managing Partner | Financial Planner
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Tom McElwee Location
- Cockeysville, MD, US
Tom McElwee Work
- Managing Partner | Financial Planner @ Caerus Wealth Partners (August 2026 - Present)
- Regional Director @ (May 2024 - Present)
- Director of Sales Support and Oversight @ (March 2018 - April 2024)
- Sales Director @ (June 2012 - March 2018)
- Regional General Agent @ (February 2010 - June 2012)
- Field Operations Team Leader @ (November 2007 - February 2010)
- Assistant Branch Manager @ (August 2006 - May 2007)
Tom McElwee Education
- Lebanon Valley College
Bachelor's degree (Psychology)
2001-2004 - Ithaca High School
Tom McElwee Skills
- Time management
- Critical Thinking
- Presentation Skills
- Problem Solving
- Needs analysis
- Communication
- Budgeting
- Collaboration
- Planning
- Client-focused
- Business Development
- Customer Service
- Training
- Microsoft Excel
- PowerPoint
- Team Building
- Team Leadership
- Customer Satisfaction
- Fundraising
- Insurance
- Sales Management
- Coaching
Tom McElwee Summary
- Tom McElwee, based in Cockeysville, MD, US, is currently a Managing Partner | Financial Planner at Caerus Wealth Partners. Tom McElwee brings experience from previous roles at Prudential Advisors, Prudential Financial, Mutual of Omaha and American Income Life. Tom McElwee holds a 2001 - 2004 Bachelor's degree in Psychology @ Lebanon Valley College. With a robust skill set that includes Time management, Critical Thinking, Presentation Skills, Problem Solving, Needs analysis and more. Tom McElwee has 1 emails and 2 mobile phone numbers on RocketReach.
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