Tom Loonie specializes in providing Financial Planning Analysis and Wealth Management strategies to clients from all walks of life.
He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon graduation in 1995 he went to work for the Commercial Audit Division of Arthur Andersen, specializing in audits of mutual funds and publicly traded companies. In 1999, he earned his Certified Public Accountant License. From there, he went to the Internal Audit Division of Fidelity Investments. During that time, he attended Bentley College part-time, earning a Masters in Financial Planning.
He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Public Accountants, and the Financial Planning Association. He is a investment advisor representative with, and offering securities through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Phone: 781-893-0909 x284
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.