Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Two people talking overhead

Thomas J. McKelvey, CFP

Senior Vice President–Wealth Management

Financial Advisor

I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world's largest wealth management firms.

Based in New York City with more than 25 years of industry experience I focus on serving the needs of high net worth individuals and families, as well as professionals and businesses around the United States. I provide a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning.

Prior to joining UBS, I was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years.

I graduated from North Dakota State University with B.S in Business Economics. Also earned M.B.A. in banking and finance from Adelphi University, Garden City, NY.

I was awarded the Certified Financial Planner® designation in 1999.

Outside of work, I enjoy golfing, boating and travel. My wife and I have two daughters and reside in Bayport, NY.

Registered States:
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • MA
  • NJ
  • NV
  • NY
  • PA
  • VA
  • VT
  • WA

Education

  • M.B.A. in Banking and Finance, Adelphi University
  • B.S. in Business Economics, North Dakota University

Credentials

  • Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™
1251 Avenue of Americas
2nd Floor
New York, NY 10020
  • (212) 626-8623

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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