Tom McGinley, Financial Advisor at Morgan Stanley

Tom McGinley, Financial Advisor at Morgan Stanley My experience as an entrepreneur fostered my desire to grow a practice of my own. MSSB is not responsible for content posted by third-parties.

My 13 year career as a Wall Street Banker instilled the discipline of risk management and the value of relationships. My involvement in two successful fourth generation family business taught me the importance of planning and a legacy. As a Chartered Retirement Planning Counselor℠ (CRPC®), I utilize a financial-planning based approach to serve as a personal financial life coach or family CFO to my

clients. I believe achieving personal wealth is about having a plan and adjusting it as life changes around you. I focus on the following:

- Financial Planning
- Investment Management
- Asset Allocation
- Retirement Planning and Income
- Capital Preservation Strategies
- Portfolio Risk Management
- Liquidity Solutions
- Alternative Investments
- Stock Options and Concentrated Stock Positions
- 401K and Retirement Plans

Please contact me for more information. NMLS # 578214

“© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

The S&P 500 Index rallied today as tech rallies and one-year inflation expectations reach their lowest point since Janua...
01/08/2024

The S&P 500 Index rallied today as tech rallies and one-year inflation expectations reach their lowest point since January 2021. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

Social Media: Following yesterday's setback, the S&P rallied after macroeconomic data gave more traction to the soft-lan...
12/21/2023

Social Media: Following yesterday's setback, the S&P rallied after macroeconomic data gave more traction to the soft-landing narrative. Read more in The 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

US equities ended lower today, as Treasury yields continued to decline, with the 10-year yield now down more than 40 bp ...
12/20/2023

US equities ended lower today, as Treasury yields continued to decline, with the 10-year yield now down more than 40 bp in December. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

The S&P 500 Index increased, as the Fed's December "dot plot" sent dovish signals to investors.
12/13/2023

The S&P 500 Index increased, as the Fed's December "dot plot" sent dovish signals to investors.

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

Social Media: The S&P 500 moved higher today on the back of softer-than-expected CPI data. Read more in the 1% Move repo...
11/14/2023

Social Media: The S&P 500 moved higher today on the back of softer-than-expected CPI data. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

S&P 500 Index rises despite a lower reading on consumer sentiment. Read more in the 1% Move report:
11/10/2023

S&P 500 Index rises despite a lower reading on consumer sentiment. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

The S&P 500 rose Thursday, as US labor productivity showed the greatest quarterly advance in three years, rising by 4.7%...
11/03/2023

The S&P 500 rose Thursday, as US labor productivity showed the greatest quarterly advance in three years, rising by 4.7% for the July-to-September period. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

The S&P 500 Index increased as the Federal Open Market Committee left the policy rate unchanged and signaled continued a...
11/01/2023

The S&P 500 Index increased as the Federal Open Market Committee left the policy rate unchanged and signaled continued attentiveness in monitoring financial conditions. Read more in the 1% Move report:

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11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

S&P 500 Index rebounds after reaching a correction last week. Read more in the 1% Move report:
10/30/2023

S&P 500 Index rebounds after reaching a correction last week. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Address

1200 Franklin Avenue
Garden City, NY
11530

Telephone

+12124926358

Website

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