Thomas Hand

Vice President—Investments

111 Devonshire Street
Boston, Massachusetts 02109
Phone: (617) 314-0207
Toll Free: (877) 636-0207
Fax: (617) 830-0907
Connect with me: linked in

Profile

Thomas is a graduate of Middlebury College with a B.A in Political Philosophy. He began his career in May of 1997 at The Boston office of Merrill Lynch. Now with over 19 years of experience in the investment world, Thomas is well equipped to assist with your financial planning and investment needs. Over the years, he has orchestrated hundreds of financial plans for executives and their families.

Mr. Hand holds a Series 7, 63, 65 and a life insurance license. Thomas can provide planning for the full extent of your family’s financial interests. For the past 19 years, he has been building relationships with executives in the New England area. Having worked with numerous entrepreneurs, he understands the difficulty of creating a start-up business and appreciates the value of hard work taking great care in allocating investments on behalf of his clients.

During his time as a financial advisor Tom has earned experience in employee incentive stock options, nonqualified stock options, restricted stock units, founder’s shares, warrants and the various implications these instruments may have on formulating a financial plan. With the expertise to invest in stocks, bonds, mutual funds, ETFs, closed-end funds, UITs, options, alternative investments, hedge funds and separately managed accounts, Thomas is well positioned to provide the level of service his hard working clients deserve.

Mr. Hand is an avid Boston sports fan who enjoys playing golf and routing for local college and pro teams.

 

 

 

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Thomas Hand