Thomas Lally
Thomas Lally, CFP®
Wealth Manager Assistant
Phone:
781-849-9200 ext. 241
Fax:
781-849-0677
Toll Free:
888-684-1771
E-mail:
tlally@uswealthboston.com 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. Tom lives in Fairhaven, MA, where he enjoys traveling, cooking, and running.
Education/Registrations
- Bachelor of Arts from Stonehill College, Easton, MA
- Series 6, 63, and 65 securities registrations held with LPL Financial.