Heald Wealth Management Group - RBC Wealth Management

Timothy Heald

Senior Vice President - Financial Advisor, Portfolio Director Group

Over the last 25 years, Timothy has been working in the financial industry, gathering knowledge, best practices and honing his skills. Timothy began his career at Putnam Investments in 1997 and later worked as a financial advisor for firms such as AG Edwards, Wachovia Securities and Wells Fargo Advisors before joining RBC Wealth Management.

Heald Wealth Management Group’s focus is on each individual client, understanding and addressing the important issues, goals and planning. We have found this approach develops long-term relationships with clients and lifelong friendships.

Timothy and family live in Westborough, where they are active in performing arts, sports and community work

Andrew Heald, CRPC®

Senior Vice President - Financial Advisor, Portfolio Director Group

781-263-1054

Julie Lynch

Senior Registered Client Associate

781-263-1055

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