800 South Street
Tim serves as a Wealth Management Advisor at The Harvest Group. He has worked in the wealth management industry since 2014, assisting families with financial and retirement planning.
As a CERTIFIED FINANCIAL PLANNER®, Tim has a fiduciary duty to the families he assists.
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.
At The Harvest Group, Tim assists with financial planning, relationship management, and marketing. As a veteran of the financial markets, Tim is a member of the Investment Committee and helps guide the decision-making process through the ever-changing markets.
Tim is a contributor to U.S. News. Previously Tim was the Senior Markets Strategist at Investors Bank & Trust. During this time, he was a frequent contributor to the financial media.
He was also the Managing Principal at HedgeForward LLC and has worked at State Street, Merrill Lynch, and Edward Jones.
Tim holds the Master Planner Advanced Studies®, Chartered Retirement Planning Counselor®, a Chartered Market Technician® and a graduate of Northeastern University.
Client Experience with Tim: Tim’s methodical, diligent, and transparent approach to his work wins clients’ trust and respect effortlessly. His extensive investment experience offers him a competitive edge to advance the clients’ interests. In a collaborative environment, Tim enjoys helping clients understand their investor behavior and patterns in order to make the best decisions for them and their families.
Visit our Harvest Talks Channel for more informative videos about the financial matters that impact your families and businesses.