Bob Whelan Email & Phone Number

Senior Financial Advisor @ Montis Financial

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Bob Whelan Location

Boston, MA, US

Bob Whelan Work

2024 - now Senior Financial Advisor @ Montis Financial
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2020 - 2024 Senior Wealth Advisor @ Wilmington Trust
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2019 - 2020 VP, Advisor @ Lido Advisors, LLC

2017 - 2019 Senior Vice President @ Ferris Capital, LLC
2006 - 2017 Senior Vice President @ Focus Partners Wealth
1995 - 2006 Vice President @ RWA Wealth Partners
1991 - 1995 Vice President @ BTS Asset Management

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Bob Whelan Education

Boston University
1979 - 1983
Yorktown High School
1975 - 1979

Bob Whelan Skills

Portfolio Management
Tax Planning
Tax Preparation

Estate Planning
Strategic Financial Planning
New Business Development
Non-profit Administration
Financial Planners
Investments
Investment Advisory

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Bob Whelan Summary

Bob Whelan, based in Boston, MA, US, is currently a Senior Financial Advisor at Montis Financial. Bob Whelan brings experience from previous roles at Wilmington Trust, Lido Advisors, LLC, Ferris Capital, LLC and The Colony Group LLC. Bob Whelan holds a 1979 - 1983 Boston University. With a robust skill set that includes Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial Planning and more. Bob Whelan has 2 emails and 1 mobile phone numbers on RocketReach.

Bob Whelan Emails

Found 2 emails

Bob Whelan Phone Numbers

Found 3 phone numbers

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Others Named Bob Whelan

Robert Whelan

Co-Founder of PPW - Vice President of Operations - Restore at Property Pres Wizard

Plymouth, MI, US
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- verisk.com
- yahoo.com
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- +1 419-349-XXXX
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Robert Whelan

Chief Financial Officer at FNZ (UK) LTD

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Bob Whelan

Senior Financial Advisor at Montis Financial

Boston, MA, US
2
- gmail.com
- montisfinancial.com
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- +1 781-910-XXXX
- +1 617-723-XXXX
- +1 508-281-XXXX
Robert Whelan

Managing Director at Rockwell Financial Management

Dublin, IE
5
- live.ie
- rockwellfinancial.ie
- gmail.com
- hotmail.com
- rockwell.ie
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- +1 410-250-XXXX
- +353 87 287 XXXX
- +353 1 296 XXXX
Bob Whelan

Manager, Network Engineering at Boston Children's Hospital

Boston, MA, US
4
- gmail.com
- aol.com
- childrens.harvard.edu
- harvard.edu
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- +1 617-828-XXXX
- +1 617-373-XXXX
- +1 617-373-XXXX
- +1 617-373-XXXX
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Top Montis Financial Employees

John Yanchek

CEO at Montis Financial

Boston, MA, US
4
- yahoo.com
- comcast.net
- montisfinancial.com
- me.com
5+
- +1 908-391-XXXX
- +1 908-400-XXXX
- +1 908-428-XXXX
- +1 781-547-XXXX
- +1 216-225-XXXX
- +1 908-419-XXXX
Judy Weeden

Chief Operating Officer at Montis Financial

Waltham, MA, US
1
- montisfinancial.com
3
- +1 978-764-XXXX
- +1 718-442-XXXX
- +1 212-888-XXXX
Dennis Follmer

Chief Investment Officer at Montis Financial

Boston, MA, US
1
- montisfinancial.com
2
- +1 978-443-XXXX
- +1 617-620-XXXX
Adrian Ketri

Chief Compliance Officer at Montis Financial

Boston, MA, US
3
- yahoo.com
- gmail.com
- montisfinancial.com
3
- +1 818-785-XXXX
- +1 617-680-XXXX
- +1 617-204-XXXX
Claudine Schrock

Senior Financial Advisor at Montis Financial

Waltham, MA, US
1
- montisfinancial.com
1
- +1 508-221-XXXX
Bob Whelan

Senior Financial Advisor at Montis Financial

Boston, MA, US
2
- gmail.com
- montisfinancial.com
3
- +1 781-910-XXXX
- +1 617-723-XXXX
- +1 508-281-XXXX
Daniel Traub

Senior Financial Advisor at Montis Financial

Natick, MA, US
2
- montisfinancial.com
- yahoo.com
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- +1 508-655-XXXX
- +1 505-401-XXXX
- +1 508-651-XXXX
Brian Burke

Senior Financial Advisor at Montis Financial

Waltham, MA, US
1
- montisfinancial.com
1
- +1 508-308-XXXX
Melissa Haganey

Operations Manager at Montis Financial

United States
1
- montisfinancial.com
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- +1 508-528-XXXX
- +1 774-571-XXXX
Robert McGahan

Operations Associate at Montis Financial

Boston, MA, US
1
- montisfinancial.com
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- +1 781-643-XXXX
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Chris Tilden

Senior Financial Advisor at Montis Financial

Manchester, NH, US
3
- gmail.com
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