Tim Ludlum is a Financial Advisor whose practice is focused on guiding individuals and their families to position themselves financially to reach their most treasured life goals.
Previous to becoming a Financial Advisor in 2014, Tim spent 12 years as an entrepreneur including the founding and sale of 4 businesses. Knowing first-hand the challenges of business ownership gives Tim a rich perspective that informs every planning and investing conversation with his clients.
Tim started in the financial industry with Robert W. Baird & Co. in 2014. After an extensive period of training, he secured his Series 7 and 66 Securities Licenses, as well as Life, Long-Term Care, and Disability Insurance licenses. Tim built his practice for 3 years before transitioning to Raymond James in 2017. In 2023, Tim moved his growing practice to Merrill Lynch, with his practice based in the Ogden, UT office near his home.
Tim and his wife, Elissa, moved to Eden, UT in 2012 to enjoy the outdoors as they raise their active family. Though he regularly travels to visit many of his clients that reside outside Utah, Tim and his family are able to enjoy great times trail running, hiking, skiing, hunting and fishing close to home. Tim runs often on the Utah trails near his home, and participates in several trail races each year. He often says that he loves to travel but has no plans to move from this special part of the world. Tim has been involved with a number of nonprofit organizations in northern Utah, volunteering, advising and serving on boards. Volunteering locally is a core part of Tim's values, and he enjoys helping clients who share similar values.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.