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.

Couple surfboards

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:
  • 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
  • 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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 ubs.com/us/en/designation-disclosures

Education

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

Credentials

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

Email Me

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights