Tim C. Satre is an 24-year veteran in the Financial Services Industry. He is a CERTFIED FINANCIAL PLANNER™ Practitioner, a Certified Divorce Financial Analyst®, and a Certified College Funding Specialist.
As a CFP® Tim serves his clients by providing personalized, hands-on Comprehensive Wealth Management. Tim's clients are local professionals, business owners and a collection of retired individuals from local companies. As a CDFA® Tim helps divorcing couples and their attorneys examine and separate the collection of financial and tax issues specific to divorce.
After graduating from Northwest Missouri State University in 1987 with a Bachelor of Science Degree in Finance and Management Tim started his financial service career in Des Moines Iowa with Met Life. In 1991 Tim was offered a position as a Financial Advisor with CUNA Mutual, which provides financial planning to individuals through their local credit unions. CUNA transferred Tim to Beaumont Texas where he served the members of Mobiloil Federal Credit Union. A second transfer sent him to Dallas to serve at Texins Federal Credit Union for the employees of Texas Instruments. Tim decided that Beaumont was his home, and returned to take a position providing financial planning services to the customers at Prime Bank. In 1996 Tim started his own independent firm. Tim is associated with and offers securities through Raymond James Financial Services.
Tim and his wife of 18 years Alicia, reside in the Beaumont area. They have three children - Kascy, Alec, and Julia. His office is located at 4184 Treadway Rd., ironically enough, across the street from Mobiloil Federal Credit Union, where he started his career in Texas.
Betty Berry started working at Satre Financial Group February 18th, 1999. As the Office manager, she handles all client problems and requests. She assists Mr. Satre in customer service matters such as following up on account activity. She also handles reporting and filing of information as required by the Raymond James Home Office.
Darla Duplecion came to Satre Financial Group April 11th, 2005. She maintains the client database, handles compliance and outgoing correspondence. She also oversees the general maintenance of the facility, office equipment and software.
Aimee joined Satre Financial Group in June 2010. She is a graduate of Lamar University with a Bachelor of Science degree in Communication. Previously, she worked as a Licensed Banker with Chase Bank. Aimee is a Licensed Texas Life and Health Insurance Agent. She also holds Series 6 and Series 66 licenses. As Tim’s Sales Assistant, Aimee communicates with clients to ensure they receive the best personalized service. She schedules portfolio reviews for clients and coordinates client events. Aimee and her husband, Dwight, live in Nederland. She enjoys traveling and running in her spare time. She has completed four marathons.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
