As a Certified Financial Planner™ professional, Tim helps business owners and families develop a comprehensive plan for pursuing their personal, financial and retirement goals. In addition, Tim is an Accredited Asset Management Specialist™ as designated by the College of Financial Planning. Tim also serves our team by helping client companies set up and implement corporate retirement plans and fulfill their fiduciary responsibilities.
Before joining Raymond James, Tim enjoyed a long and successful career in business. He served as director of North American Sales for Roadnet Technologies and was a partner at Equity Partners, Inc.. He joined Raymond James for the opportunity to build a business by providing quality financial planning services. Tim is active in the community, serving as a volunteer for the Serious Fun Network and a as mentor with Next One Up. Tim is a graduate of Bloomsburg University, where he earned a bachelor's degree in business administration. In addition, Tim earned his Financial Planning Certification from the New York University School of Professional Studies. Originally from northern New Jersey, Tim and his wife, Pam, live in Arnold, MD and have three daughters. His favorite leisurely pursuits include golf and boating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.