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Tom McKee, Financial Advisor

FINANCIAL ADVISOR
Tom McKee

CFP®, CEPA®, AAMS™
325 Madison St Unit F1004, Lansdale, PA 19446opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews

About Tom

At Edward Jones, we have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I value personal relationships based on trust and a deep understanding of your unique financial needs.

Born and raised in the Philadelphia area, I’ve called Lansdale my home since 2010, alongside my wife, Crystal, and our children, Hunter and Kalli. We’ve developed strong roots here. Kalli attends North Penn High School and is very involved in local clubs and activities. Crystal and I are also quite active in the community. I...

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pennsylvania State UniversityBachelor of Science

Team Members

  • Anne Suttmann
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(215) 855-5743

Fax

(888) 221-6557

Office Address

325 Madison St Unit F1004
Lansdale, PA 19446opens in a new window

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