Tim began his career at Merrill in 1993 after serving 6 years on active duty as a helicopter avionics technician in the US Army. Simultaneously, Tim attended night school to attain his MBA from Golden Gate University. Tim brings this perseverance to his role at Merrill by serving as a relentless client advocate. Drawing on his decades of experience, he provides considered advice and counsel to his clients, helping them grow and manage their wealth. He takes great pride in mentoring his son, Michael, to become a leader amongst the next generation of Merrill Advisors.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
