The Boland Investment Group is a team of highly skilled financial advisors. With years of experience and locations in both Philadelphia and Palm Beach, Florida, we are able to help you achieve even your most sophisticated financial objectives. Our process begins with an in-depth discussion of your unique and specific needs. The outcome of this process is the development of a wealth management plan that perfectly matches the goals you want to accomplish.

Robert C. Boland, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

215-557-1702
Email |

Education

  • Northeastern University, Boston, Massachusetts, Bachelor of Science, Political Science, 1994
  • Michigan State University, Estate and Wealth Strategies Institute Accredited Wealth Manager, 2007

Professional experience

Robb is a managing director – financial advisor with RBC Wealth Management and founded The Boland Investment Group to serve the wealth management needs of high-net-worth families, medium-size institutions and non-profit foundations. Robb is a member of RBC Wealth Management’s Elite Chairman’s Council and Financial Consultant Advisory Board. To further his industry knowledge, he earned the Accredited Wealth Manager designation through the Estate and Wealth Strategies Institute of Michigan State University.

Prior to joining RBC Wealth Management, Robb was employed by the brokerage firm Tucker Anthony, which was acquired by RBC Dain Rauscher in 2002. He started his wealth management career at Wheat First Butcher Singer, which was later acquired by First Union Bank in 1998. Robb is a Registered Investment Advisor representative and has passed his Series 7, 31 and 63 securities exams and holds life insurance licenses.

Giving back to the community is very important to Robb and his family. He serves on the board of the Easttown Library and Information Center, has coached local youth sports for many years and is an active supporter of the Brandywine Valley SPCA. Robb lives with his wife, Tara, and their son, Griffin, in Malvern, Pennsylvania, and Stone Harbor, New Jersey, where they are active supporters and volunteers to many area charitable causes.

Awards and accolades

  • 2010-2018 & 2021 Barron’s List of Top Advisors in the Nation
  • 2021 Forbes/SHOOK Best-In-State Top Wealth Advisor
  • RBC Wealth Management Chairman’s Council 2007 – Present
  • Philadelphia Business Journal “Top 25 Wealth Advisers” 2008, 2009
  • Philadelphia Business Journal and NABCAP Top Wealth Manager 2010, 2011
  • On Wall Street Magazine — “Top 40 under 40” 2008, 2009

Bradford D. Bolletino, AWM

Senior Vice President - Financial Advisor, Consulting Group

215-557-1709

Education

  • Kutztown University, Kutztown, Pennsylvania
  • Michigan State University, Estate and Wealth Strategies Institute Accredited Wealth Manager, 2007

Professional experience

Brad is a senior vice president – financial advisor of The Boland Investment Group of RBC Wealth Management. He has more than 20 years of financial services experience and is a member of RBC Wealth Management’s elite President’s Council. Brad has also received the firm’s Summit Award for excellence.

Prior to joining RBC Wealth Management, Brad was employed by the brokerage firm Tucker Anthony, which was acquired by RBC Dain Rauscher in 2002. He is a Registered Investment Advisor representative and holds his Series 7 and 63 securities licenses, and life insurance licenses.

Brad lives in Haddonfield, New Jersey, with his wife, Tina, and their three children. Brad is active in his local community and has coached youth football for many years.

Daniel S. Heenan, CFP®

Senior Financial Associate

215-557-1711
Email |

Education

  • The University of Notre Dame - South Bend, Indiana, Bachelor of Business Administration degree, finance

Professional experience

Dan is a senior financial associate of the Boland Investment Group of RBC Wealth Management. He has more than 25 years of financial services experience.

Prior to joining RBC Wealth Management, Dan served high-net-worth individuals, families, advisors and institutions as a representative of Fidelity Investments, Credit Suisse First Boston, First Union Securities, SEI Investments and Barclay’s Global Investors. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds his Series 6, 7, 31, 63 and 65 securities licenses, and life insurance licenses. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate and retirement planning.

Dan lives in Center City, Philadelphia, and is active in the alumni associations at the University of Notre Dame and St. Joseph’s Prep in Philadelphia as well as the Union League of Philadelphia and The American Ireland Fund.

Daniel P. Heenan

Senior Financial Associate

215-557-1712
Email |

Education

  • LaSalle University – Philadelphia, Pennsylvania
  • Bachelor of Business Administration degree with concentration in finance and economics, 1975

Professional experience

Dan is a senior financial associate of the Boland Investment Group of RBC Wealth Management. He has more than 40 years of financial services experience serving high-net-worth individuals and families.

Dan began his career in wealth management at Merrill Lynch, Pierce, Fenner & Smith in 1979. He specializes in portfolio management, retirement planning and estate planning services. Dan holds his Series 7, 63 and life insurance licenses.

Dan lives in Philadelphia, Pennsylvania, and is active in the alumni associations of LaSalle University and Cardinal Dougherty High School.

Adonika Watkins, APP

Administrative Complex Manager

215-557-1718

Education

  • University of Miami and Temple University, Bachelor of Science degree, education, 2003

Professional experience

Adonika is a senior registered client associate for The Boland Investment Group of RBC Wealth Management. She has more than 18 years of financial services experience. Adonika joined the Boland Investment Group in 2006 after working at Smith Barney for nine years. She holds her Series 7 and 66 licenses. She lives in New Jersey with her husband and two children, and enjoys spending time with her family.

Dee Davis

Senior Client Associate

215-557-1714

Professional experience

Dee is a senior client service associate and has more than 25 years of financial service experience. She started her career at Wachovia Securities, and also worked for Ralph Eastwick at Smith Barney for more than six years before joining RBC Wealth Management in 2009.

Dee resides in Philadelphia with her husband and two children. She loves to spend time with her family and enjoys being the complex coordinator for our volunteer-sponsored events such as organizing employee community park clean-ups and the Bike MS: City to Shore Ride. Dee also enjoys volunteering in her community outside of work.

Contact

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