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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.


Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years' experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted.
· Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
· The Five Star award is not indicative of the wealth manager's future performance.
· Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets.
· The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional.
· Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
· For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
Morgan Stanley Smith Barney LLC. Member SIPC


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

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