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Prior to joining Merrill, Tim customized risk management and hedging solutions using options and derivatives for some of the world’s largest commercial producers and consumers of base and precious metals, and energy products. Tim was Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York. Prior to that, Tim was Vice President of Sales and Trading: Base and Precious Metals at Deutsche Bank, and Kleinwort Benson, both also in New York. He now leverages that experience to assist individuals and families navigate the complexities of substantial wealth.
After graduating from Georgetown Preparatory School in Maryland, Tim went on to earn his Bachelor’s degree from Ohio Wesleyan University. Tim has been active in the New Canaan community and was a first responder and volunteer fire fighter for over ten years. He remains a current trustee of New Canaan Fire Company #1. Tim is a past board member of the New Canaan Field Club. He is a founding member of the Clara Barton Society at the American Red Cross, New Canaan chapter, and active in charitable endeavors including the St. Baldrick’s Foundation (a national organization dedicated to children’s cancer research). He and his wife reside in New Canaan and have two grown children. In his free time, Tim enjoys racket sports, scuba diving, sailing, and hunting with his family.
English
Ohio Wesleyan University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #724178
Wealth Strategist
Merrill
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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