About Thomas McIlwee
Thomas I. McIlwee
First Vice President
Financial Advisor
Financial Planning Specialist
NMLS# 1700780
717-852-4134
thomas.mcilwee@morganstanley.com
Tom is a Financial Advisor and Financial Planning Specialist at The Evergreen Valley Group. With an emphasis on veterans, families with special needs, and nonprofit organizations, Tom enjoys helping clients successfully navigate the financial complexities they face through comprehensive family wealth management and a commitment to outstanding service. For Tom, professional achievement is measured in terms of client well-being and goal achievement.
A lifetime resident of East Berlin, PA, Tom is dedicated to helping people get what they want. He served in the U.S. Marines Corps from 1996 to 2000 and was honorably discharged as a Sergeant E-5. He then attended York College of Pennsylvania and majored in Business, before beginning his career in financial services at Edward Jones as a Branch Office Administrator. In 2011, Tom joined Morgan Stanley as a Client Service Associate and with energy and enthusiasm, became a Financial Advisor a year later. He proudly joined The Evergreen Valley Group in 2014.
Tom’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community, his countrymen and women, and his family. A strong believer in giving back, Tom currently serves as a Board member of the Richard J. Gross VFW Post 8896. He was on the Finance Committee for Downtown, Inc. and the York County Economic Alliance, and is a past president of the Harrisburg chapter of the National Marine Corps Business Network. Other organizations that Tom is devoted to include the York Area Down Syndrome Association, the Boy Scouts of America Troop 88, and various veterans service organizations.
Tom believes balance is vital to a happy life. He and his wife, Jen, have three children, Caleb, Cameryn and Cole. Together, they enjoy traveling, boating, and exploring new places.
Securities Agent: AK, MA, IN, IL, GA, VA, TX, OH, MT, KY, AL, NV, MS, MI, ME, MD, KS, NC, MN, WI, OK, FL, CO, NJ, WA, NY, MO, DE, DC, SC, CA, AZ, UT, TN, RI, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1700780