Our Team Has Been Here for More than 30 Years.

    Our team has been helping clients like you navigate their important life stage events for more than three decades. We are a tight-knit, family-focused team that cares for our clients and their finances in the same way we would want for our family. We stand ready to help you achieve your goals.

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    Robert A. Hoey, CFP®

    Owner

    Robert is a CERTIFIED FINANCIAL PLANNER® professional with more than 33 years of experience in the investment, financial planning, and insurance industries and accounting field. He graduated magna cum laude with a bachelor’s degree in business administration and an MBA from Nichols College. He is a past president of the Worcester Estate and Business Planning Council.

    Robert is proud to have been recognized as a Summit Club advisor for 2020—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.

    Robert has been leading Hoey Wealth Management since 1990. When he is not in the office, Robert enjoys hiking, golfing, and traveling. An avid vegetable gardener, Robert donates the fruits of his labor to his local food pantry every season, as well as to family and friends.

    Robert A. Hoey is proud to have been recognized as a Summit Club advisor for 2020—a distinction based on annual production that places him among the top 24 percent of advisors affiliated with Commonwealth Financial Network.

    Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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    Patrick J. Hoey

    Paraplanner

    Patrick Hoey is a paraplanner at Hoey Wealth Management. Patrick graduated from Nichols College in 2015. During his time there he was the Student Government Association President, Class President, and he held countless other leadership positions. Patrick is an Eagle Scout and owner of a golden retriever named Dola.

    Patrick has been in the finance industry since 2015. After his college graduation, he worked at John Hancock as an enrollment specialist and a 401(k) rollover specialist. More recently, he worked at Jackson National as an internal wholesaler.

    Patrick enjoys both watching and playing sports. He participates in CrossFit and the occasional spin class. He also loves music but has no musical talent himself. Patrick was born and raised in Central Massachusetts, but his second home will always be Nashville, Tennessee.

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    Melanie Hensel

    Administrative Assistant

    Melanie has been an administrative assistant for more than 20 years and has worked in the financial industry for more than 13 years. In her spare time, she enjoys playing with her dog, Maverick. Melanie loves spending time exploring nature and she has seen deer, coyote, fox, and bear in the Quabbin Reservoir area during her hikes.

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    Georgie Hoey

    Chief Greeter & Head of Security

    Georgie is the chief greeter here at Hoey Wealth Management. She is also our firm’s security guard. She must kiss and sniff everyone before they enter the premises. Georgie lives with Rob, and Mary. She likes to sniff, play with her ball, take LOTS of naps, and get cuddles from everyone that comes in.