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Bringing together different perspectives, life experiences and areas of expertise creates a synergy that serves our clients well.
Timothy “Tim” Keffer

Tim Keffer, CFP®
Financial Advisor

As a Certified Financial Planner™ professional, Tim helps individuals, families, business owners, corporate retirement plans and non-profits develop a comprehensive plan for pursuing their personal, financial and retirement goals. In addition, Tim is an Accredited Asset Management Specialist SM as designated by the College of Financial Planning.

Our team has a process to identify our clients financial goals and we work to develop an investment strategy to help them achieve those goals. In addition, the team has over 90 years industry expertise. 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. He joined Raymond James for the opportunity to build a business, where he could provide quality financial planning services. Despite his busy schedule, Tim has always found time to make a positive impact in his community. He has served as school board president and Father's Club president at the Immaculate Heart of Mary School in Towson, Maryland, and is a supporter of the Ronald McDonald House in Baltimore. 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, Pamela, live in Towson and have three children. His favorite leisurely pursuits include golf and endurance cycling.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

_______ β€œAll intelligent investing is value investing -- acquiring more than you are paying for.” – Charlie Munger –
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