As a Wealth Management Advisor at The Harvest Group, Tim specializes in comprehensive financial planning for individuals and families, with a focus on asset accumulation and retirement planning. Tim’s goal is to help clients preserve and grow their wealth so they can leave a financial legacy to generations of family.
A CERTIFIED FINANCIAL PLANNER® and a veteran of the financial markets, Tim helps clients to understand their investment options and develop financial strategies to achieve their goals. Clients appreciate Tim’s sound, objective financial advice when addressing their investments, retirement planning and other money-related needs.
With more than 20 years of experience in the financial services industry, Tim has served in a number of key client relationship roles. At Investors Bank & Trust, he held multiple positions, including Senior Strategist, where he helped clients understand global market risks. He was also the Managing Principal at HedgeForward LLC and has worked for firms such as State Street, Merrill Lynch and Edward Jones. Tim is a Master Planner Advanced Studies®, Chartered Retirement Planning Counselor®, a Chartered Market Technician® and a graduate of Northeastern University.
Tim has been a Boston area native since graduating from Northeastern University. He and his wife Tara have two young kids ages 6 and 10 whom all like to visit Newport, RI and run the stairs at Harvard Stadium.