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.