The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Timothy Rauwald

Senior Vice President–Wealth Management

Tim is a founding Partner of the Cornerstone Group at UBS Financial Services Inc. He begain his career in the financial services industry in 1991, specializing in retirement plan consulting and investment advisory services for qualified retirement plans.

Originally from Green Bay, Wisconsin, (yes he is an avid Packer fan), Tim holds a Bachelor of Business Administration degree in Accounting from the Stephen M. Ross School of Business at the University of Michigan. After service as an Officer in the US Army’s 82nd Airborne, he began his career with Cooper’s & Lybrand, now Price Waterhouse Coopers before joining Smith Barney as a Financial Advisor.

Tim’s earned the Chartered Retirement Plan Specialist (CRPS®) designation and the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. A recognized industry leader, he's frequently asked to speak at various events, providing his unique perspective on how individuals can create a fulfilling roadmap for their financial future.

A former board member of the Busy Street Children’s Museum, Tim now spends time as treasurer of the non-profit organization Farmer FoodShare that seeks to connect local farmers with the food insecure population in central North Carolina. He lives in Durham, NC and has two daughters, Marisa (1998) and Alexandra (2001).

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Bachelor of Business Administration in Accounting, Stephen M. Ross School of Business at the University of Michigan


  • Senior Portfolio Manager
  • Senior Retirement Plan Consultant
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
  • (919) 918-2351

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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