Drawing on 20 plus years of experience as a financial adviser and insurance agent, Tom McCarty is distinguished for his expertise in investments and retirement planning. He currently serves concurrent roles as president of Williamson McCarty and Associates, LLC, a financial adviser for Eagle Strategies, LLC, and an agent and financial services professional for New York Life Insurance Company. In all his work, he strives to help his clients achieve financial independence and build generational wealth.
Known as a leader in his field, a highlight of his career was being ranked in Forbes Magazine in 2021, 2022, and 2023*. In 2021, the publication recognized him as one of the Top 250 Financial Security Professionals in America,* and in 2022 and 2023 it named him the Number One Best-in-State Financial Security Professional in South Carolina.*
He is a lifetime member of the Million Dollar Round Table (MDRT) and has also been recognized Top of the Table, a distinction awarded by MDRT,** a global, independent association of the world's leading life insurance and financial services professionals. In 2022 Tom was inducted into the Marquis Who’s Who of America. Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment.
Mr. McCarty was honored to assume the leadership of Williamson McCarty and Associates, LLC, in 2014, taking over after the former owner, his mentor, passed away. Looking toward the future, Mr. McCarty wants to continue to develop the firm and deepen his relationships with his clients. To remain aware of developments affecting his field, he is active with several industry-related organizations, including the Million Dollar Round Table** and the National Association of Insurance and Financial Advisors.
Tom Currently resides in Mount Pleasant, SC with his wife, Beth, and three children. He is a volunteer coach for his local Rec League. Tom is a member of the Walterboro Civitan Club and a Board Member for the College of Charleston Athletic Fund. Mr. McCarty earned a Bachelor of Science in Business Administration with a concentration in Finance from the College of Charleston.
*Forbes Best-in-State Top Financial Security Professional were selected by an independent research firm based on various qualitative and quantitative data. You can learn more about SHOOK Research's methodology here. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see http://www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
**Lifetime Member: The Million Dollar Round Table (MDRT), The Premier Assocation of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.