TIM

Tim is an established financial professional with more than 25 years of financial advisory experience. He has an unwavering commitment to his clients and their sustainable success. Tim provides a full spectrum of financial advisory services including retirement planning, estate conservation, protection planning and business succession to an established clientele of professionals, entrepreneurs and multi-general families... Tim graduated from Villanova University with a business degree and earned his MBA from National University. He is a Certified Financial Planner™ practitioner from the Financial Planning Board of Standards. Tim maintains his Series 6, 7, 9, 10 and 63 registrations as well has his Life, Accident & Health licenses. Prior to the start of his financial services career, Tim served in the United States Marine Corps and held the rank of Captain... Teamwork - Backed by a team of professionals who are among the most respected in the industry, we focus these talents and..

Primary location: Bedford United States