Senior Wealth Strategy Associate
Tim is a Registered Client Associate, and has been with UBS for over 9 years. He graduated from the Anderson School of Management at the University of New Mexico with a Bachelor's degree in Business Administration. He currently holds his series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNER™. He enjoys many outdoor activities including fly-fishing, golfing, and plays on a summer league softball team. Tim and his wife, Jenni, have 2 children.
Credentials
Senior Wealth Strategy Associate
Tim is a Registered Client Associate, and has been with UBS for over 9 years. He graduated from the Anderson School of Management at the University of New Mexico with a Bachelor's degree in Business Administration. He currently holds his series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNER™. He enjoys many outdoor activities including fly-fishing, golfing, and plays on a summer league softball team. Tim and his wife, Jenni, have 2 children.
Credentials
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
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
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