Senior Financial Advisor
Bob Whelan
Bob Whelan is a senior financial advisor at Montis Financial. He provides comprehensive wealth management advice to high-net-worth individuals, families, small businesses, and charitable organizations, including equity compensation planning for executives and for clients whose employment has ended. Bob works closely with clients and their ancillary advisors to develop financial strategies tailored to meet both their immediate needs and long-term goals.
With over 40 years of experience in the financial services industry, Bob previously served as senior vice president for Wilmington Trust in Boston and held key roles at other New England financial institutions. He was also a longtime partner at the Colony Group in Boston.
Bob earned a bachelor’s degree in economics from Boston University and resides in Needham, MA, with his wife and three sons. An active member of the Needham sports community, Bob has coached youth sports, served on the Needham Little League board, and supported MAB Services (Massachusetts Association for the Blind). An avid runner, he has completed multiple marathons to benefit Boston Children’s Hospital.
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