Timothy Ferris

Timothy Ferris Email and Phone Number

owner @ Cleveland, OH, US
Cleveland, OH, US
Timothy Ferris's Location
Cleveland, Ohio, United States, United States
Timothy Ferris's Contact Details

Timothy Ferris personal email

n/a
About Timothy Ferris

I've evolved and matured along with my profession since 1982 and have garnered some unique perspectives along the way. Today, I'm talking about new directions and fresh business models bringing about the emergence of a true profession, another "learned profession." What is our new vocabulary? How much mutuality of interest can we truly have with clients? How can we implement this in a professional advisory practice?The evolution is accelerating, and the part that requires registrations has become ancillary to the main points of the discussion. Now is the time to reframe the entire dialogue, with lots of client input and participation, on an on-going basis. It's always been good to acknowledge that "the customer is always right."Today, though we bandy about terms like "open space" and "open source" to describe new dynamics and techniques, the idea is basically the same: We exist to serve the clients' best interests, as they are revealed to us in the on-going advisor-client dialogue.Specialties: advice, plans, facilitation, aggregation, integration, cash flow, systems.SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH H. BECK, INC., MEMBER FINRA/SIPC, A REGISTERED BROKER-DEALER AND AN SEC-REGISTERED INVESTMENT ADVISOR.

Timothy Ferris's Current Company Details
an independent insurance & benefits brokerage

An Independent Insurance & Benefits Brokerage

owner
Cleveland, OH, US
Timothy Ferris Work Experience Details
  • An Independent Insurance & Benefits Brokerage
    Owner
    An Independent Insurance & Benefits Brokerage
    Cleveland, Oh, Us
  • The Capital Financial Group / H. Beck, Inc.
    Investment Advisor Representative
    The Capital Financial Group / H. Beck, Inc. Jan 2010 - Present
    Ohio, Kentucky, Indiana, Illinois, And Georgia
    H. Beck is the fifth broker-dealer affiliation of my career, which now spans 34 years and requires this disclaimer: SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH H. BECK, INC., MEMBER FINRA/SIPC, A REGISTERED BROKER-DEALER AND AN SEC-REGISTERED INVESTMENT ADVISOR.
  • An Independent Insurance & Benefits Brokerage
    Owner
    An Independent Insurance & Benefits Brokerage Oct 1989 - Present
    Ohio, Kentucky, Indiana, Illinois, Florida, And Georgia
    This is the oldest part of my independent practice, dating back to my first leap into total autonomy in October of 1989.
  • Brooklyn Centre, A Park Neighborhood Of The City Of Cleveland, Ohio
    Resident
    Brooklyn Centre, A Park Neighborhood Of The City Of Cleveland, Ohio Oct 1983 - Present
    Cleveland, Ohio
    I continue to strive for a balanced and responsible lifestyle, in the city, at the edge of the Cuyahoga Valley.
  • Various Mutual And Stock Insurance Companies
    Agent/Field Underwriter
    Various Mutual And Stock Insurance Companies Sep 1982 - Present
    Ohio
    I write applications and perform field underwriting on insurance contracts which are then forwarded for approval and issue; I deliver completed contracts to owners; I provide service on life and health insurance books of business.
  • The Ferris Family
    Father Of Two, Grandfather Of Two
    The Ferris Family Oct 1976 - Present
    Ohio, Tennessee, Pennsylvania
    Doting grandfather to Teagan and Maggie, proud dad to Maureen and Katie, appreciative father-in-law to Geri, loving husband to Gloria.
  • Multiple Companies
    Real-Estate Agent
    Multiple Companies Sep 1980 - Sep 1984
    Cleveland/Akron, Ohio Area
    Ohio
  • United States Army
    Infantry Captain
    United States Army Jul 1969 - Sep 1975
    New Jersey, Missouri, Georgia, South Korea, Florida, Kansas
    I cleverly beat the draft (and ended the suspense) by enlisting and going through Officer Candidate School. In retrospect, this was a fairly decent lifestyle and a short career in which I met many fine people.
  • Various Companies In Ohio And Massachusetts
    Construction Worker
    Various Companies In Ohio And Massachusetts May 1968 - Jul 1969
    Boston, Massachusetts, & Cleveland, Ohio
    Following the Tet Offensive, I marked time working construction, waiting, waiting, waiting on the draft.

Timothy Ferris Education Details

  • The American College
    The American College
    Financial Planning And Services
  • Department Of Defense Race Relations Institute
    Department Of Defense Race Relations Institute
    Implementation Of Group Dialogue, Race Relations, American Studies
  • College Of The Holy Cross
    Major In English, Minor In Theology
  • Saint Peter Chanel High School
    Saint Peter Chanel High School
    College Preparatory

Frequently Asked Questions about Timothy Ferris

What company does Timothy Ferris work for?

Timothy Ferris works for An Independent Insurance & Benefits Brokerage

What is Timothy Ferris's role at the current company?

Timothy Ferris's current role is owner.

What is Timothy Ferris's email address?

Timothy Ferris's email address is ti****@****rmy.mil

What schools did Timothy Ferris attend?

Timothy Ferris attended The American College, Department Of Defense Race Relations Institute, College Of The Holy Cross, Saint Peter Chanel High School.

What are some of Timothy Ferris's interests?

Timothy Ferris has interest in Computers, Epistemology, Coffeehouses, Cars, Public Speaking, Se 17, Bringing People Together, Reading, Communications And Networks, See 22.

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