Tim Marwill, AWM, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

512-708-6310 | Email |
888-807-7497

Professional Details 

2001 - 2014: Morgan Stanley 
                   Senior Investment Management Consultant - Vice President
                   Financial Planning Specialist, Certified Financial Planner™ Austin, TX 
1996 - 2001: Olde Financial -Financial Advisor Austin, TX 
1994 - 1996: USAA Investment Management Co. Investment Advisor San Antonio, TX 

BA - Finance, 1993 University of Texas at Austin, Austin, TX 

Series 6/63 - Uniform State Exam
Series 7 - NYSE/NASD General Securities License
Series 8 - Branch Principal License/Securities Sales Supervisor
Series 31 - Managed Futures and Commodities 
Series 65 - Investment Advisory Agent 
Group 1 Insurance licensed 

UT Ex-Students Association, Member, Austin, TX 
Alpha Tau Omega Fraternity Board of Trustees, Chairman, Austin, TX 
Eanes Education Foundation Board Member
Eanes Education - Leadership Society 2015-2016
Texas Performing Arts Board Member
Reading is Fundamental, Austin, TX 
Junior Achievement, Austin, TX 
Big Brothers Big Sisters of Austin, Austin, TX 


Personal Details

Tim Marwill has the CERTIFIED FINANCIAL PLANNER™ certification and has been serving the needs of his clients for over 23 years. He received his Bachelor of Business Administration in Finance from the University of Texas at Austin in 1993. Tim's investment philosophy is centered around patience and discipline. This, coupled with his vast knowledge of asset allocation allows him to be an effective advisor. Tim is committed to long - term planning while assisting clients by identifying and establishing their lifetime goals such as retirement, educational, and estate planning. Then, he and his clients develop a comprehensive plan to ensure that the most appropriate solutions are provided to be most consistent with their specific objectives.
 
When not assisting clients, Tim enjoys spending time with his wife Kelly and their children, playing soccer and attending UT football games. In addition, Tim serves on the boards of his fraternity, Alpha Tau Omega, and the Eanes Education Foundation.

Eric Wittek, CRPC®

Associate Vice President - Financial Advisor

512-708-6331 | Email
888-807-7497

Professional Details 

2007 - 2014: Morgan Stanley - Financial Advisor 

Bachelor's Degree- Economics, 2007 University of Texas at Austin, TX 

Series 66 - Combined Investment Advisory Agent & Uniform State Exam 
Series 7 - NYSE/NASD General Securities License 
Series 31 - Managed Futures and Commodities Group 1 Insurance licensed 

Texas Exes- University of Texas Alumni Association 
Silver Spurs Alumni Association 
Delta Tau Delta Alumni Association 
Junior Achievement- Austin, TX 
Neighborhood Longhorn Program- Austin, TX 
Habitat for Humanity- Austin, TX 
 

Personal Details 

Eric Wittek started his path into financial advising during his years at The University of Texas at Austin, interning at Smith Barney and working closely with Tim Marwill. He graduated with a Bachelor of Arts in Economics with a minor in Business Foundations in 2007. After three years with the firm as an intern Eric was hired as a Financial Advisor upon graduation. Eric’s deep and ever growing knowledge of investments, unlimited access to unique resources and thorough understanding of his clients’ needs allow him to customize detailed blueprints in order to solidify their financial independence. Eric is dedicated to bringing his clients innovative solutions with an innate attention to detail, and individual portfolios that are fully integrated to his clients’ financial needs. Among Eric’s many duties on the team are client portfolio analysis and quarterbacking each client’s periodic account reviews.
 
Eric enjoys playing in local sports leagues with a group of close friends.  He and his wife are currently expecting.