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  • Management Team

Timothy Hole

Financial Planning Analyst

A BOOK THAT MOVES ME…

Tuesdays with Morrie - Mitch Albom

IF I COULD BE ANYWHERE IN THE WORLD…

Somewhere on a boat or near a beach.

(978) 569-2966

Experience

As a registered investment advisor, Mr. Hole provides holistic wealth management advice to help families and individuals tailor solutions to accomplish their financial objectives. In his role at MFA Asset Management, 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 over 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 MFA Asset Management, Tim gained valuable insight and experience serving as a financial advisor in Morgan Stanley’s wealth management division.

Education

  • BS – Business Administration; University of Rhode Island

Expertise

  • Comprehensive financial planning
  • Portfolio analysis
  • Budgeting and cash flow analysis
  • Personal and financial reporting
  • Retirement income planning
  • Estate planning
  • Charitable planning

Certifications

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 65 – Investment Advisor Representative

OUR TEAM

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