Tim is a senior vice president and financial advisor with RBC Wealth Management and co-founder of the S&P Wealth Team. He began his financial services career in 2003. With more than 20 years of experience working in wealth management, Tim has dedicated his career to helping individuals achieve their financial and life goals. His practice specializes in advising clients through major life transitions. In addition, he is passionate about empowering women investors, whether they are single, married, divorced or widowed. He strives to be their guide navigating the financial landscape for them and their families.
Prior to joining RBC Wealth Management, Tim spent nearly 18 years at J.P. Morgan advising successful families, initially in New York and then in Philadelphia. In 2021, he co-founded the Philadelphia private wealth office for the boutique firm City National Bank, an RBC company. Tim and his team ultimately decided to transition their business into the parent company of RBC Wealth Management to provide clients with a deeper set of wealth solutions and experiences. Tim grew up in Bucks County, PA, attended Lasalle College High School and graduated from the University of Scranton. He is a registered investment advisor representative having passed the Series 7, 63 and 65 exams.
Tim lives in North Wales, PA, with his wife and two children. They are parishioners of the Catholic Church of Mary, Mother of the Redeemer. Tim is also a board member, treasurer and head of the finance committee for the nonprofit Lutheran Settlement House. This organization is committed to serving families living in the Philadelphia area who are struggling with domestic violence and homelessness. In his spare time, Tim enjoys being active in the community, learning to play squash and playing the occasional round of golf.
