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Personal Wealth Management Services

Belmont Savings has entered into an alliance with Morgan Stanley Wealth Management to provide our customers with access to professional investment, wealth management, and financial planning services. Learn more about Morgan Stanley.

Our relationship with Morgan Stanley Wealth Management may provide solutions for our customers who need an investment or insurance service resulting from a(n):

  • Inheritance
  • Career change
  • Relocation
  • Sale of a business
  • Sale of an investment property
  • Birth or death in the family
  • Change in marital status

Wealth Management Team

Timothy  MacKinnon

Timothy MacKinnon

Financial Advisor/Portfolio Manager, Corporate Client Group - Director, Senior Vice President - Wealth Management

Timothy P. MacKinnon is a Vice President and Financial Advisor at Morgan Stanley Wealth Management. Timothy has earned the designation of Financial Planning Specialist at Morgan Stanley Wealth Management. Timothy and his team provide advice and counsel to over 250 affluent individuals and their families throughout the Northeast. His team provides advice that encompasses all aspects of their clients’ wealth and investment management needs.

Timothy earned a BA in Business Communications from Assumption College in Worcester, Massachusetts and an International Business degree from the University of Pittsburg in Pittsburg, Pennsylvania. Tim has studied economics in Japan, China, Thailand, India, Kenya, Tanzania, South Africa, Brazil and Venezuela. He is FINRA licensed Series 7 & 66. Timothy also holds Life and Health Insurance licenses in Massachusetts.

Timothy was recently named to Boston Magazine’s 2014 FIVE STAR Wealth Manager Listing, a roster that recognizes a select group of wealth managers who represent less than 7 percent of the wealth managers in Massachusetts. Timothy had previously received this award in 2012 & 2013.

Timothy resides in Hanover, Massachusetts with his wife, Rita, and their son.


To request a meeting or more information about personal wealth management services, please complete the form below.

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