AeroLeads people directory · profile
Bob Whelan Email & Phone Number
Senior Financial Advisor
at
Montis Financial
1 work email found
@wilmingtontrust.com
4 phones found area 781, 508, and 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor
Location
Greater Boston, United States
Company size
Who is Bob Whelan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bob Whelan is listed as Senior Financial Advisor at Montis Financial, a with 22 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at wilmingtontrust.com, phone signal with area code 781, 508, 617, and a matched LinkedIn profile for Bob Whelan.
Bob Whelan previously worked as Senior Wealth Advisor at Wilmington Trust and VP, Advisor at Lido Advisors, Llc. Bob Whelan holds Ba, Economics from Boston University.
Company email context
Email format at Montis Financial
This section adds company-level context without repeating Bob Whelan's masked contact details.
{first}{last}@wilmingtontrust.com
86% confidence
AeroLeads found 1 current-domain work email signal for Bob Whelan. Compare company email patterns before reaching out.
Profile bio
About Bob Whelan
Experienced Vice President with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Tax Planning, Risk Management, Investment Management, and Nonprofit Management. Strong professional with a BA focused in Economics from Boston University.
Listed skills include Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, and 19 others.
Current workplace
Bob Whelan's current company
Company context helps verify the profile and gives searchers a useful next step.
Montis Financial
9 roles
Bob Whelan work experience
A career timeline built from the work history available for this profile.
Role listed
Senior Financial Advisor
Senior Wealth Advisor
Jul 2020 - Apr 2024
Vp, Advisor
Aug 2019 - Jul 2020
Senior Vice President
May 2017 - Aug 2019
Senior Vice President
Sep 2006 - Mar 2017
Vice President
Director Insitutional SalesDirector Retail SalesRelationship ManagerNow part of Adviser Investments; a leading expert on mutual funds and undiscovered managers.
Apr 1995 - Aug 2006
Vice President
Regional Sales Vice President, SoutheastFounded in 1979, BTS has been one of the nation’s premier third party money managers, providing risk management solutions for all investors.
Apr 1991 - Apr 1995
2 education records
Bob Whelan education
Ba, Economics
Boston University
Education record
Yorktown High School
FAQ
Frequently asked questions about Bob Whelan
Quick answers generated from the profile data available on this page.
What company does Bob Whelan work for?
Bob Whelan works for Montis Financial.
What is Bob Whelan's role at Montis Financial?
Bob Whelan is listed as Senior Financial Advisor at Montis Financial.
What is Bob Whelan's email address?
AeroLeads has found 1 work email signal at @wilmingtontrust.com for Bob Whelan at Montis Financial.
What is Bob Whelan's phone number?
AeroLeads has found 4 phone signal(s) with area code 781, 508, 617 for Bob Whelan at Montis Financial.
Where is Bob Whelan based?
Bob Whelan is based in Greater Boston, United States while working with Montis Financial.
What companies has Bob Whelan worked for?
Bob Whelan has worked for Montis Financial, Wilmington Trust, Lido Advisors, Llc, Ferris Capital, Llc, and The Colony Group Llc.
How can I contact Bob Whelan?
You can use AeroLeads to view verified contact signals for Bob Whelan at Montis Financial, including work email, phone, and LinkedIn data when available.
What schools did Bob Whelan attend?
Bob Whelan holds Ba, Economics from Boston University.
What skills is Bob Whelan known for?
Bob Whelan is listed with skills including Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial Planning, New Business Development, Non Profit Administration, and Financial Planners.
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