Timothy Wells

Tim began his career with Merrill Lynch Wealth Management in 2017 in Hunt Valley, Maryland. There, he became fully licensed and specialized in trusts and estates. In 2020, Tim switched roles and moved to New York City, where he worked closely with fixed income traders at Bank of America.In 2022, Tim moved back to Wealth Management, where he became a Financial Advisor at the original Merrill office at 225 Liberty St. Tim takes a proactive approach to Financial Advising, and he engages all avenues of Bank of America to develop and implement potential solutions to his clients. The foundation of Tim's practice has been set on the foundation of trust and competency. He currently holds his Series 7/66/9/10 FINRA registrations.Tim is also a lifelong student of finance, and believes continuing education to be integral to being a great Financial Advisor. In 2023, he received his Accredited Wealth Management Advisor™ designation. In 2024, he received his Chartered Financial Analyst® designation, often considered the gold standard in the finance industry.Tim graduated Rochester Institute of Technology in Rochester, NY, with a Bachelor of Science in Finance. His outside interests include playing sports, music, traveling, and spending time with family. He currently lives in Downtown NYC.