Tyler A. Dolan

Vice President at Keenan Financial

Tyler A. Dolan, CFP®, currently serves as Vice President at Keenan Financial since January 2019, a registered investment advisor in Massachusetts. Prior to this role, Tyler worked as a Financial Planner at Society of Grownups from April 2016 to December 2018, and as a Financial Planning Associate at The Financial Advisors LLC from November 2011 to February 2016. Early career experience includes a position as a Wealth Management Intern at UBS Wealth Management from May 2009 to October 2011. Tyler earned a Master of Science in Financial Planning from Bentley University in 2011 and a Bachelor of Science in Finance from the same institution in 2010.

Location

Boston, United States

Links

Previous companies


Org chart


Teams

This person is not in any teams


Offices


Keenan Financial

At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations. We believe in building long-term relationships and are committed to providing services tailored specifically to each individual client. We focus on your personal goals, needs, and aspirations to create a disciplined and customized investment strategy to help you grow your net worth. We stay on top of your financial needs by continuing to review your investment strategy amidst life events, changing priorities, and new ambitions. We simplify your financial situation by providing services that cover all aspects of your individual finances. Together, we will build, grow, and preserve your wealth. Keenan Financial believes that our clients deserve objective and competent guidance to craft, implement, and monitor a financial and life-planning strategy. We provide an independent, unbiased analysis on your current financial situation. We build long lasting client relationships through trust, integrity, and superior service. Our success is measured solely by the success you have in achieving your goals. Keenan, LLC dba Keenan Financial is a registered investment advisor in the State of Massachusetts. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov


Industries

Employees

11-50

Links