AeroLeads people directory · profile
Tim Oates, Cfp® Email & Phone Number
Managing Director - Wealth Management
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Wealth Management
Location
Austin, Texas, United States
Company size
Who is Tim Oates, Cfp®? Overview
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Quick answer
Tim Oates, Cfp® is listed as Managing Director - Wealth Management at UBS, a company with 28 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Tim Oates, Cfp®.
Tim Oates, Cfp® previously worked as Senior Vice President - Wealth Management at Ubs and First Vice President - Wealth Management at Ubs. Tim Oates, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And Computer Applications from University Of Notre Dame.
Company email context
Email format at UBS
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*@ubs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tim Oates, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tim Oates, Cfp®
Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Listed skills include Cfp, Fixed Income, Asset Allocation, Series 7, and 2 others.
Current workplace
Tim Oates, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
5 roles
Tim Oates, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director - Wealth Management
CurrentToday, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. I'll also regularly review your strategy, always mindful of.
Jan 2023 - Present
Managing Director - Wealth Management
Current
Jan 2023 - Present
Senior Vice President - Wealth Management
Jan 2014 - Dec 2022
First Vice President - Wealth Management
Nov 2004 - Dec 2013
1 education record
Tim Oates, Cfp® education
FAQ
Frequently asked questions about Tim Oates, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tim Oates, Cfp® work for?
Tim Oates, Cfp® works for UBS.
What is Tim Oates, Cfp®'s role at UBS?
Tim Oates, Cfp® is listed as Managing Director - Wealth Management at UBS.
What is Tim Oates, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for Tim Oates, Cfp® at UBS.
Where is Tim Oates, Cfp® based?
Tim Oates, Cfp® is based in Austin, Texas, United States while working with UBS.
What companies has Tim Oates, Cfp® worked for?
Tim Oates, Cfp® has worked for Ubs.
Who are Tim Oates, Cfp®'s colleagues at UBS?
Tim Oates, Cfp®'s colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Tim Oates, Cfp®?
You can use AeroLeads to view verified contact signals for Tim Oates, Cfp® at UBS, including work email, phone, and LinkedIn data when available.
What schools did Tim Oates, Cfp® attend?
Tim Oates, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And Computer Applications from University Of Notre Dame.
What skills is Tim Oates, Cfp® known for?
Tim Oates, Cfp® is listed with skills including Cfp, Fixed Income, Asset Allocation, Series 7, Retirement Planning, and Wealth Management.
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