Montis Financial
Bob Whelan is a seasoned financial professional with extensive experience in advisory roles across multiple firms. Currently serving as a Senior Financial Advisor at Montis Financial since April 2024, Whelan has held prior positions including Senior Wealth Advisor at Wilmington Trust and Vice President at Lido Advisors, LLC. With a career spanning back to 1991, Whelan's roles have included senior leadership and advisory capacities at various firms, including Ferris Capital, The Colony Group LLC, and Kobren Insight Management, where responsibilities encompassed institutional sales and relationship management. Whelan began the professional journey at BTS Asset Management as Regional Sales Vice President. Whelan holds a BA in Economics from Boston University.
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Montis Financial
Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Given our fiduciary nature, we can assure that your priorities are our priorities.