Thomas J. Holt, CFP®

As a Financial Services Representative, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide financial solutions to my clients and prospects. My goal is to become a lifelong resource for my clients and am dedicated to assisting them through various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients.

I hold a BS in finance from Boston College. I have nine years of investment advisory experience and hold the Series 7, Series 66, life, accident, and health insurance licenses. I also hold the CERTIFIED FINANCIAL PLANNER™ certification.

I currently live in Charlestown, Massachusetts. During my free time I enjoy playing golf, watching movies, and travelling.