Timothy Warner
Tim started his career in financial services in 2003 and has a background that includes both the banking and insurance industries. He joined Merrill in 2013 to be able to provide his clients with a more robust and sophisticated array of wealth management programs and strategies. Tim has the knowledge and experience to help individuals, families, and businesses in every aspect of their financial journey and is their first point of contact as needs arise or situations change.
Tim is a CERTIFIED FINANCIAL PLANNER® Professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He attended both Rend Lake College and the University of Illinois with a concentration in mechanical engineering. He ultimately graduated with a bachelor’s degree in Business Management from Mid-Continent University.
Tim is a member of the the Ainad Shriners, Douglas Masonic Lodge, and the Lookingglass Corvette Club. He has also served on the board of directors for the Jefferson County Chamber of Commerce and on committees for various non-profits including Caritas Family Solutions and the Illinois Center for Autism.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
