Timothy Hole is a managing director with Baker Tilly Wealth Management, LLC. As an investment advisor representative, 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.

Timothy Hole is a managing director with Baker Tilly Wealth Management, LLC.

Bachelor of Business Administration
University of Rhode Island

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