Tom McCarty, LUTCF, FSCP in

Tom McCarty, LUTCF, FSCP

Login to view DISC.
Financial Advisor at Eagle Strategies, LLC
📍 Charleston County, South Carolina, United States

Tom McCarty is the President of Williamson McCarty and Associates, LLC, with over 20 years of experience as a Financial Advisor. He specializes in investments, retirement planning, and helping clients build generational wealth. He holds Business Administration and Finance degrees from the College of Charleston and is a multi-year Forbes honoree.

Outside of work, Tom is a family man who resides in Mount Pleasant, SC, with his wife and three children. He is actively involved in his community as a volunteer coach for a local recreational league, a member of the Walterboro Civitan Club, and a board member for the College of Charleston Athletic Fund.

Tom is a stalwart supporter of the College of Charlestons baseball program, not only donating but also leading fundraising and alumni outreach efforts.

Read the full overview →
Experience
17 Years
Current Role
Financial Advisor
Location
Charleston County, South Carolina, United States
Personality Overview

How Tom shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Tom cares about

Generational Wealth
A primary focus of his practice is helping clients achieve financial independence and build wealth that can be passed down through generations.
Financial Security
He has been repeatedly named to Forbes' list of Top Financial Security Professionals, underscoring his expertise in wealth preservation and protection.
+5 more topics Login to view topics
Career

Work history

6-2022
Financial Advisor
Eagle Strategies, LLC
1-2014
President
Williamson McCarty and Associates, LLC.
11-2006 - 12-2009
Partner
New York Life Insurance Company
8-2004
Agent
New York Life Insurance Company
8-2004
Financial Services Professional
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2000 - 2004
Business Administration
College of Charleston
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Eagle Strategies, LLC Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Tom. Free, 10 seconds.