Tim Warner, Cfp® Email & Phone Number

I started my career as a financial advisor in 2003 and have a background that includes both the banking and insurance industries.  I also obtained the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Center for Financial Planning, Inc.  My team and I have the knowledge and experience to help private sector executives as well as personnel from the military and civil service.  We've helped many of our clients as they near retirement or as they transition from one career to another.  Our team of specialists at Merrill Lynch Wealth Management are able to provide clients with a robust and sophisticated array of wealth management programs and strategies.  With more than 100 Years of experience, we're able to offer a broad range of capabilities designed to build and enrich the financial lives of clients. Our team focuses on the creation of an individualized financial roadmap. This makes it possible for clients to spend more time with their families, more time doing those things they enjoy, all while helping them achieve their financial goals and dreams. At the heart of our philosophy is a passion to help individuals, families, and businesses, through our commitment to outstanding service. Working with Merrill's team of specialists, we assist clients in every aspect of their financial lives and act as the first point of contact as needs arise or situations change.

Listed skills include Financial Services, Wealth Management, and Sales.