Prior to joining RBC Wealth Management, Tim successfully advised clients for more than 18 years at Advest, Inc. He joined RBC Wealth Management in 2005. Tim passed the Series 7, 31, 63, and 65 exams and holds life, accident, health, and long-term care insurance licenses. Tim earned the Accredited Asset Management SpecialistSM designation through the College for Financial Planning. He also holds a certificate in financial planning from the College of Financial Planning at Merrimack College. Tim has been named to RBC Wealth Management’s Senior Consulting Group, which recognizes financial advisors for their success in building a consultative fee-based business practice. Tim has also been a member of RBC Wealth Management’s President’s Council and Director’s Council.
Tim graduated from Providence College in 1985 with a Bachelor of Science degree. He has regularly attended educational wealth management seminars to expand his knowledge on strategies to better serve clients’ needs.
An avid sports participant and coach, Tim has supported local youth baseball and basketball programs. He is a past supporter and participant of the annual Jimmy Fund Tennis Tournament and competed at a national level USTA tennis tournament. Tim attended Providence College on an athletic scholarship, where he was captain of the Division I Baseball team.
Tim has been a member of various local civic groups, served as a commissioner on the Merrimac Parks & Recreation Board and was a former trustee for the Merrimac Historical Museum. He lives in Merrimac, Massachusetts, with his wife, Carol, along with their children, Andrew, Michael and Julia.
