Tim Hole

Timothy Hole

CFP®, CIMA®

Managing Director

+1 (978) 569 2966

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Timothy Hole is a managing director with Baker Tilly Wealth Management, LLC. As a registered investment advisor, Tim provides holistic wealth management advice to help families and individuals tailor solutions to accomplish their financial objectives. In his role as managing director for Baker Tilly Wealth Management, LLC, Tim takes great care to understand his clients’ personal values and financial goals, educate them on available options and implement strategies to support their financial well-being. He leverages more than seven years of experience to provide his clients with a wide range of wealth management services including comprehensive financial planning and analysis; after-tax cash flow planning; goals-based planning; and financial forecasting.

Prior to joining the firm, Tim gained valuable insight and experience serving as a financial advisor in Morgan Stanley’s wealth management division.

  • Comprehensive financial planning
  • Portfolio analysis
  • Retirement income planning
  • Estate planning
  • Budgeting and cash flow analysis
  • Personal and financial reporting
  • Charitable planning

Location

Boston, MA

Education

Bachelor of Business Administration
University of Rhode Island

FINRA Series 65 – Investment Advisor Representative