Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Tim develops and implements strategies designed to assist clients in growing, preserving, and transferring wealth .
His areas of focus include retirement income planning, education funding,and long-term care strategies. He offers a tax-sensitive approach that is mindful of the inter-related nature of investments, wealth transfers, and charitable endeavors.*
Tim has worked at Merrill Lynch Wealth Management since 2003. Previously, he served as a Banker with First Union/Wachovia and worked 6 years in the insurance industry. Tim is a graduate of Loyola Blakefield and the University of Delaware. Tim holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor (CRPC®) designation.
Tim and his wife live recently relocated to the Eastern Shore. In his free time, Tim enjoys golf, watersports, and travel.
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.
University of Delaware
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.