Thomas Holland, Partner, Wealth Advisor, CFP®

Background and Expertise: Tom brings more than 20 years of experience as a trusted advisor and coach for successful individuals and families, with a guiding philosophy that “one’s values are more important than the value of what one owns.”  Tom delivers education, communication and services that help people create clear decisions and take meaningful action. A proven thought leader in the financial planning space, he has helped evolve a wealth planning process, called The Wealth Optimization System™. This system is widely used by financial advisors throughout North America. At Global Vision Advisors, Tom applies this background to GVA’s discovery process to help clients maintain their clarity, stay informed and move forward with confidence.

Tom began his career in 1992 with American Express Financial Advisors. In 1997 he went on to become a wealth advisor at a private practice and served as a trainer for other financial professionals at the Legacy Companies, in Norwell, Massachusetts.  In 2012 he co-authored The Future of You. Providing Clarity Where Life Intersects Wealth.

Tom has a bachelor’s degree in Finance from Bentley University, is a Certified Financial Planner® professional and holds a Kolbe Certification™. He is a member of the Legacy Wealth Coach Network, the Financial Planning Association, and sits on the South Shore YMCA Mill Pond Board. Tom routinely works with likeminded professionals within these organizations and the advisor community to continue bringing new ideas and timely solutions to GVA’s clients.

Personal: Tom resides in Norwell, Mass., with his wife Diane, sons Christopher and Brett, and daughter Kendra.  He and his wife share a passion around health and fitness. Tom has competed in multiple Ironman triathlons and marathons and enjoys the balance of demands needed in endurance sport competitions.

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