Thomas Lally CFP®
Tom joined U.S. Wealth Management in 2011. He works as a Wealth Manager Assistant, assisting Rick Ropelewski, CFP® with his wealth management practice. Their focus is on developing comprehensive financial plans for successful individuals, families, and business owners. Tom believes a solid plan is critical to a long-term relationship, built on trust and communication, which enables people to reach their personal and financial goals.
Prior to joining US Wealth Management, Tom spent time with the Boston General Office of New York Life.
- Bachelor of Arts from Stonehill College, Easton, MA
- Series 6, 63 held with LPL Financial, and 65 securities registrations held with U.S. Financial Advisors.