Tim Recker has a wealth of education and hands-on experience in the financial services industry. He earned his Bachelor's Degree in Finance from Xavier University, graduating cum laude, and began his career at Chiquita Brands International working in the Accounting, Treasury and Corporate Trading departments. In these varied positions Tim acquired knowledge and specialized skills in the areas of finance, accounting and trading stocks, bonds, oil, currencies and interest rate swaps.

For over twenty years, he has used this expertise to help individuals, businesses, foundations and trusts manage investment risk and achieve their financial goals. As the Senior Vice President of Investments, he supervises the design and management of all client accounts and portfolios.

Tim has obtained his Series 7, Series 31, Series 63 and Series 65 licenses. He is also licensed as a provider of variable annuities and life, accident and health insurance. These credentials provide him the ability to construct portfolios with stocks, bonds, ETFs, mutual funds, annuities, insurance and alternative investments. Using these products, he works to build portfolios that have the ability to minimize clients' risks while still allowing them the potential to meet their financial goals. Tim attended the Advest Institute at Harvard University in Cambridge, MA during 2002, 2003 and 2004. He earned the Accredited Asset Management Specialist (AAMS) designation in 2003. In 2006, he earned the Investment Management Consultant designation from the Raymond James Institute of Investment Management Consulting and the Accredited Investment Fiduciary^® in 2019.

The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.