Tim serves as the relationship manager and investment advisor for our high-net-worth families and individuals, including business owners, corporate executives and retirees. He applies his in-depth insight and experience in the market and financial services industry to help develop investment strategies aligned with each client’s individual objectives and risk profile, and then builds, manages and monitors their portfolios. To help clients making the transition to retirement, he offers his seasoned guidance on important matters such as Social Security planning, IRA account strategies and cash flow strategies.

Before moving his team to Raymond James in May 2019, Tim worked at Merrill Lynch for 25 years as a senior vice president and wealth management advisor in their Allentown office. He began his financial services career in 1993 as a client services associate with the Vanguard Group, and earned a bachelor’s degree in finance from Villanova University.

Tim grew up in Clifton Heights, Pennsylvania, and today lives in Collegeville, Pennsylvania, with his wife, Cindy, and their daughters, Kate, Caroline, Sarah and Gracen. In his free time, Tim enjoys exercising, running, coaching youth sports and spending time at the shore. He serves as a board member of the Perkiomen Valley School District Foundation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.