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Thomas Mcallister

Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">McAllister Financial Planning</span>

Intro Book

Seasoned financial expert with 48 years of experience in investments and estate planning.

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Location

Carmel, Indiana, United States, US

Languages

English -

Skills

Investments
Estate Planning
Securities
Finance
Financial Planning
Investment Management
Strategic Financial Planning
Investment Advisory
Finra
Retirement Planning
Wealth Management
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Thomas Mcallister has 48 years of experience in the financial industry, which is extremely valuable. He has worked for well-established institutions like Robert W. Baird and Merrill Lynch, and has held leadership positions. His certification as a Financial Planner adds to his credibility. Location is Carmel, IN, which is not a major hub for finance, but still a good market. Considering his extensive experience and credentials, I would estimate his hourly rate to be around $250. This is slightly lower than what top financial experts in major cities might charge, but still reflective of his expertise and experience.

Bio

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Topline AI

Thomas Mcallister is a seasoned financial expert with 48 years of experience in investments, estate planning, and financial management. He has worked as an owner, Indiana manager, and account advisor for prominent financial institutions. Mcallister holds a degree in Psychology and is certified as a Financial Planner.

Credentials

Certified Financial Planner

CFP Board

Nov, 2013
- May, 2026

Experience

McAllister Financial Planning
- Carmel, IN
- Owner
  - Aug 1975 - Present
  - Carmel, IN
  Investment Management, Financial Planning, broker/dealer executive.
Robert W. Baird & Co.
- Indiana Manager
  - Jun 1969 - Aug 1975
  Managed all Baird's Indiana operations, including stock brokerage, investment banking, back office operations, recruiting, and personnel
Merill Lynch, Pierce Fenner & Smith
- Account Advisor
  - Aug 1962 - Jun 1969
  Stockbroker

Education

1975 - 1977

International College of Los Angeles

1975 - 1977
1955 - 1957

Vincennes University

1955 - 1957

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Thomas Mcallister

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate