Liam is a graduate of the University of Massachusetts, he earned a degree in Business Management, graduating cum laude. During his time at UMass, he balanced the demands of being a dedicated offensive lineman for the football team, which taught him the importance of discipline, teamwork, and time management. These qualities he brings to his work in the financial planning area.
Liam holds both Series 7 and Series 66 securities registration, as well as Life & Health insurance licenses. He is a member of Ken Heiser’s team, Financial Advisory Network, LLC a Baystate affiliate. He has been brought on to the team as a Paraplanner, assisting clients with Financial Planning in concert with our Boston office planning group.
Liam lives in Norwalk, CT. During his free time he enjoys working out, visiting friends and family, NFL football and skiing.
Liam Whaley is a registered representative of MML Investors Services, LLC. Member SIPC. 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500. CRN202711-7437173