Investment & Planning

Tim Lonergan, CFP®

Tim Lonergan, CFP®

Financial planner

Born and raised in New Hampshire, Tim earned a BA in political science from the University of New Hampshire before relocating to Boston. There, he launched his wealth management career as an associate at Boston Private Wealth, where he focused on relationship management and business development. Later, Tim moved on to Morgan Stanley, where he provided financial planning support for high-net-worth and ultra-high-net-worth clients and assisted with various portfolio management responsibilities, including research and trading.

Now at Westmount, Tim helps clients understand the various qualitative and quantitative aspects of the financial planning process, including taxes, estate planning, college savings, charitable giving, and more. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Based in Orange County with his wife and their rescue dog, Hugo, Tim enjoys cooking, exploring California’s Central Coast, hiking, and cheering on his favorite Boston sports teams.