Michael Lally Email & Phone Number
President - Fiduciary - Investments - Income - Protect now
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Michael Lally Location
- North Kingstown, RI, US
Michael Lally Work
- President - Fiduciary - Investments - Income - Protect now @ Lally Wealth Management, LLC - A Registered Investment Advisory Firm (July 2012 - Present)
- Internal Wholesaler II - VA, Mutual Fund, 401k @ (January 2006 - January 2008)
- Client Service Rep @ Quick & Reilly/Bank of America Investment Services (August 2003 - December 2004)
- Retirement Account Specialist, Senior @ (January 1994 - January 1996)
- Hybrid Wholesaler and Relationship Manager @ (September 2009 - October 2010)
- Relationship Manager - RIA Vendor Management-Prod Dev @ MML Investors Services Inc (BD for MassMutual) (June 2008 - September 2009)
- Product Manager - Insurance @ CCO Investment Services Corp (BD for Citizens Bank) (January 2005 - June 2006)
- Asset Allocation Analyst and Marketing Specialist @ WS Griffith Securities (Purchased by LPL in 2004) (January 2000 - January 2002)
- IRA and Qualified Plan Administrator @ Bidwell & Company (Purchased by TD Ameritrade in 2004) (March 1996 - July 1999)
Michael Lally Education
- Embry-Riddle Aeronautical University
- Embry-Riddle Aeronautical University
Bachelor's Degree (Aeronautical Science)
Michael Lally Skills
- Separately Managed
- Mutual Funds
- Tactical Management
- RIA
- Retail
- Customer Service
- Alternative Investments
- Unified Managed Accounts
- Covered Calls
- Asset Allocation
- Services
- Retirement Income Strategies
- Wealth Accumulation
- Risk Management
- 401k Rollovers
- Retirement
- Wealth Accumulation Strategies
- Financial Services
- Securities
- Management
- Trend Following
- Fixed Annuities
- Series 65
- Investments
- Retirement Income
- Leadership
- Hedge Funds
- Tactical Asset Allocation
- Stock Option
- Retirement Planning
- Annuity Sales
- Wealth Management
- Insurance
- Account Management
- Separately Managed Accounts
- Hed
- Simple IRA
- SEP IRA
- Strategic Planning
- 529 Plans
- Life Insurance
- Tactical Asset
Michael Lally Summary
- Michael Lally, based in North Kingstown, RI, US, is currently a President - Fiduciary - Investments - Income - Protect now at Lally Wealth Management, LLC - A Registered Investment Advisory Firm. Michael Lally brings experience from previous roles at Pacific Life, Quick & Reilly/Bank of America Investment Services, Fidelity Investments and ING Investment Management. Michael Lally holds a Embry-Riddle Aeronautical University. With a robust skill set that includes Separately Managed, Mutual Funds, Tactical Management, RIA, Retail and more. Michael Lally has 1 emails and 1 mobile phone numbers on RocketReach.
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