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Shawn M
Series 66
Honolulu, HI
&PARTNERS
Shawn Mc Carthy is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and First Hawaiian Bank. Outside of his advisory role, he is an associate at First Hawaiian Advisors. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement services through both discretionary and non-discretionary strategies.
Thomas M
Series 63, Series 65
Honolulu, HI
&PARTNERS
Thomas McCarthy is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting services using a variety of analytical approaches and portfolios, and operates as both a registered investment adviser and broker-dealer.
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