Founded by Fran Hoey, a former Vice President and Client Executive with Merrill Lynch, Hoey Investments is committed to providing personalized service through our excellent team.
Francis Hoey, President, CFM, CIMA®,CFP®
Founder and president, Fran Hoey, has been in the financial services industry since 1997. As a former Vice President and Client Executive, Fran spent his first decade in the industry with Merrill Lynch. After realizing the value and capabilities of an independent firm as a Registered Investment Advisor, he founded Hoey Investments in 2008. Fran has been a Certified Financial Planner since July 2003.
Kristen joined Hoey Investments in 2016. She has over 25 years experience in the investment industry, specifically oversight of back and mid office operations and compliance management.
Katelyn joined Hoey Investments in 2013. She has been an Investment Adviser Representative since November of 2013. Katelyn holds a Bachelor of Science degree in Business Administration from Liberty University.
Tim joined Hoey Investments in 2018. He has over 25 years of experience in the investment industry. In recent years, Tim worked as a financial coach and consultant on financial strategy for small companies and nonprofits. Prior to this position, he worked in a variety of roles including consultant to the Bank of New York's investment platforms, branch manager and Director of Service and Operations at Lockwood Financial, and as a specialist clerk on the New York Stock Exchange.