About Us

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Meet Our Team

  • Thomas A. Boland
    Thomas A. Boland

    Thomas A. Boland, CFP®

    Financial Advisor
    Managing Principal

    • Business Services
    • Estate Planning Strategies
    • Insurance
    • IRAs & IRA Rollovers
    • Retirement Planning
    Securities Registered in the following states: AL, AR, CA, CT, FL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT

    Insurance licensed in the following states: AL, FL, MA, ME, NC, NH, NJ, NY, PA, SC, VA

    Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

    Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

    Please keep in mind that rolling over your qualified employer-sponsored retirement plan (QRP) to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.

  • Neil R. Montesano
    Neil R. Montesano

    Neil R. Montesano

    Financial Advisor
    Managing Principal

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