Tim specializes in serving the needs of corporate executives and issues that specifically impact them, such as company stock options and concentrated stock positions.
He has more than 20 years of experience in providing comprehensive financial planning, investment-based strategies, retirement strategies and services, and personal banking.
Previously in his career, Tim worked as a financial professional for Merrill Lynch and spent 12 years in management at United Parcel Service (UPS). He is a graduate of the University of Louisville School of Business and Webster University.
A native of Louisville, Tim and his wife, Melissa, have two daughters and a son. He and his family are very active at the St. Patrick School. Tim is an avid sports fan and enjoys watching his son play high school Lacrosse and Football.
Raymond James is not affiliated with any of the organizations listed above.