Tom Hanley

Financial Advisor

Contact Me
Tom Hanley


Customized investment and financial strategies for clients like you

My Story and Services

About Me

Every day, I meet people who have the same financial concerns filling space in their heads: am I making the most of my money? Am I positioned to help my parents? How will I pay for skyrocketing college tuition? Can I start that business I've always dreamt of pursuing? Am I saving enough for retirement? How much can I give back? What will my legacy look like?

Investing on your own can be complicated, overwhelming, and risky which is why too many people understandably put it off. My colleagues and I at Morgan Stanley fully recognize this and strive to make it as easy as possible for individuals, families and businesses to manage every aspect of their financial life, no matter how complex the situation may be. I love working with clients to help them preserve, manage, and grow their financial assets. It is what I have done throughout my career in one form or another.

I spent over 20 years advising banks, insurance companies, asset managers, hedge funds and portfolio managers. I recently decided to leverage this experience to help individuals, families and businesses make the most of their money, anticipating the unexpected, so they can meet their life goals.

I earned a Bachelor of Arts in International Studies from American University’s School of International Service in Washington, D.C. I am currently Series 7 & 66 registered. I live outside of Boston with my wife and two kids. We enjoy skiing, traveling, hiking with our two dogs and planning for the future.

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Services Include

  • Wealth Management
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Sustainable Investing
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Business Planning
  • Cash Management
  • Corporate Cash Management
  • Endowments and Foundations
  • Institutional Services

Securities Agent: CT, MA, ME, NY, RI, VT; General Securities Representative; Investment Advisor Representative

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Tom Hanley today.

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