Senior Private Wealth Associate
As a Senior Private Wealth Associate, Tim works closely with the operations manager and supports advisors by coordinating the opening of new accounts, funds transfers and building new client relationships.
Tim has over 20 years of experience in management, financial services, retail operations, and sales. Prior to joining the team, he was a senior registered client service associate with JP Morgan Chase where he was the primary point of contact for all service-related needs of private banking clients. Tim holds his Series 7 and 63 licenses.
Tim lives in Boca Raton, Florida, with his two pit bull rescues and loves taking them to the beach. He has two daughters and is a proud grandad. Tim enjoys staying active; he likes hiking, biking, adventure travel and spending too many hours at the gym.