Tim Lewinski, Cfa, Cfp® Email & Phone Number

Tyler, Texas

VeraBank has been providing objective, independent, and comprehensive wealth management services to clients since the 1960's. Today, we serve as primary financial and investment advisor to high net worth families and institutions with managed assets over $1Billon.My primary role is to lead the investment practice and responsibilities include investment policy development, securities selection, providing subject matter expertise to internal and external individuals and groups, relationship management, risk management, 401(K) governance, working with partners across the firm to drive new business, and the development and communication of our firm's value proposition.

Specializes in Wealth and Investment Management..Northern Trust is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and affluent individuals worldwide. Founded 120 years ago in Chicago, Northern Trust is today considered one of the strongest and safest financial institutions in the country.Was recognized numerous times for outstanding service (Signature Service Medallion winner), partner inclusion, and business development (President's Circle Award).