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Thomas A. Grimes, CFP®

Principal, Vice President

Tom is a CFP® and dedicated golfer.

Tom is a Vice President, Principal with Grimes & Company. In his role as Wealth Advisor, he enjoys the challenges of working closely with his clients to create an investment plan that helps them meet their retirement income goals with little stress and worry.

He graduated from the Isenberg School of Business at the University of Massachusetts/ Amherst with a degree in Business Management and a concentration in Finance, and received his MBA from Babson College. Tom has been in the financial services industry since 1993. Prior to that he held sales management positions with Proctor & Gamble and Johnson & Johnson Company. He is a CERTIFIED FINANCIAL PLANNER™ and an active member of The Financial Planning Association of Massachusetts.

Tom serves on the Board of Directors at Walpole Cooperative Bank and is currently the Chairman of the Securities Committee. He has been a coach and Director of Walpole Youth soccer for over 20 years. He lives in East Walpole with his wife Judy Hondo Grimes MD and two dogs. Tom is finally an empty nester after his youngest of three daughters graduated from BC in 2020. He enjoys spending time on Cape Cod tending to his gardens and trying to catch a fish worth keeping!

Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.

Tom is a CFP® and dedicated golfer.

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