Timothy Hogan
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Timothy Hogan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 after beginning his career with Bank of America in 2013. Tim holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planners Board of Standards, Inc., and is also a Personal Investment Advisor (PIA).
Tim’s expertise includes financial planning, personal retirement planning, portfolio management, and retirement income strategies. He works closely with clients using Merrill’s proprietary Personal Wealth Analysis software to stress test portfolios and help clients pursue their near and long-term financial goals. He also leads the Value investment management strategy alongside colleagues Ron Loftus and Dick Ryall.
Tim holds a bachelor’s degree from Western New England College and an MBA from American International College. He is active in his community through coaching football at East Longmeadow High School, drawing on his own experience playing football from grade school through college. Outside of work, Tim enjoys hiking, cooking, golfing, and spending time with his dog, cat, and fish.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Location
1414 Main St
Springfield, MA 01144
Most active in
Timothy H has reported serving >5 clients in these states in the last 12 months.
Connecticut · Texas
Work history
Bank of AMerica, N.A.
2016 - Present (10 years)
Merrill
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Sean C
Series 63, Series 65
Springfield, MA
USA 401K
Thomas H
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
Edward T
CFP®
Longmeadow, MA
Toole Financial
Kelly E
CFP®, ChFC®, Series 66
North Granby, CT
Infinity Financial Strategies, LLC
Pamela D
Series 63, Series 65
Granby, MA
Strategic Planning Associates
Eric B
CFA®
Belchertown, MA
Pennyfarthing Investment Management, L.L.C.
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