Tim is an Advisor for Quaker Wealth Management, LLC. He holds his Series 7 and Series 66 securities registrations and is licensed to sell life, disability, and long-term care insurance. Upon earning his Bachelor of Science degree in Finance from La Salle University, Tim began his career with Merrill Lynch in 2015.
As a financial advisor, he is focused on cultivating new relationships and conducting goals-based wealth management analysis. He is responsible for the development and implementation of the team’s client service model and client acquisition strategies. Tim focuses on building long-lasting relationships with clients and their families and works to engage the next generation in the family-oriented wealth management service we provide.
Tim is passionate about Philadelphia sports and is a season ticket holder of the Philadelphia Eagles. He also enjoys the restaurant scene in Philadelphia and is always willing to try something new.
Tim is the co-host of the podcast, The Wealth Mgt Mixtape.
Since 2001, we have helped create financial plans and customized portfolios to meet long-term financial goals. As fiduciaries, we must put our clients' interests ahead of our own. We start by clarifying our fee structure and explaining the different ways we can help. Next, we analyze your goals and compare them to your current situation. Then we make recommendations and outline investment strategies designed to meet your goals. Our team is comprised of individuals with unique finance experience, including Certified Financial Planners TM, and we all have this in common--a commitment to ethics, integrity, and our clients' goals. You can count on us for unbiased recommendations and impartial guidance.
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