Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Timothy knows that relationships matter and he believes it is important to have a partner on your financial journey. As such, Timothy works with wealthy families, business owners and organizations to create and maintain robust wealth management plans. His focus is to help clients understand and work toward their wants, wishes and dreams.
Prior to his move to UBS, Timothy spent the first 20 years of his career as a Financial Advisor at Merrill Lynch. Over the course of his career in financial services, Timothy has dedicated himself to his craft, and prides himself on working together closely with his clients to understand their wants, wishes and dreams. He spends time building robust financial plans to be there to guide his clients through every step of their financial journey.
Timothy was born and raised in Agoura Hills, graduating from Agoura High School before starting his college education in San Diego and eventually transferring to and graduating from the University of Wisconsin, Madison. Starting his career in financial services after graduating, Tim has worked to earn the CIMA® and CRPC® designations.
With a focus on family, Timothy and his wife Cecilia moved their family back to his childhood stomping grounds, into the North Ranch Neighborhood of Westlake Village. Together with their two children, they enjoy playing sports, trying new restaurants and taking in all the area has to offer.
Credentials
Senior Vice President–Wealth Management
Timothy knows that relationships matter and he believes it is important to have a partner on your financial journey. As such, Timothy works with wealthy families, business owners and organizations to create and maintain robust wealth management plans. His focus is to help clients understand and work toward their wants, wishes and dreams.
Prior to his move to UBS, Timothy spent the first 20 years of his career as a Financial Advisor at Merrill Lynch. Over the course of his career in financial services, Timothy has dedicated himself to his craft, and prides himself on working together closely with his clients to understand their wants, wishes and dreams. He spends time building robust financial plans to be there to guide his clients through every step of their financial journey.
Timothy was born and raised in Agoura Hills, graduating from Agoura High School before starting his college education in San Diego and eventually transferring to and graduating from the University of Wisconsin, Madison. Starting his career in financial services after graduating, Tim has worked to earn the CIMA® and CRPC® designations.
With a focus on family, Timothy and his wife Cecilia moved their family back to his childhood stomping grounds, into the North Ranch Neighborhood of Westlake Village. Together with their two children, they enjoy playing sports, trying new restaurants and taking in all the area has to offer.
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
