Inspired by his father to join the financial services industry, Tim was driven to Raymond James by his experience at a career fair while attending Penn State, where he graduated with a Bachelor of Arts degree in economics. The culture fit was exactly what he was looking for in a firm. He got his start at the home office in St. Petersburg in cash/margin operations in May 2021.
His background in back-office support gives him a different perspective when serving clients. He understands the processes and timelines of things happening behind the scenes and brings that knowledge to his current role.
On a day-to-day basis, Tim engages with clients regarding their money movements and updates to their account information. He handles data entry into the Goal Planning & Monitoring system, helping with overall business development.
Outside the office, Tim volunteers at the Community Food Bank of New Jersey. He enjoys skiing, tennis, golf, spending time with friends and family as well as traveling. He grew up in Bergen County, New Jersey, where he still lives and works today.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.