Timothy Paradis, Cfp® work email
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Timothy Paradis, Cfp® personal email
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I specialize in addressing the complex needs of executives, business owners, and wealthy families, through curiosity and personalized comprehensive solutions.
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Wealth ManagerCrestwood Advisors Apr 2023 - PresentBoston, Ma, Us -
Vice President, Financial ConsultantFidelity Investments Nov 2015 - Apr 2023Boston, Ma, Us -
Vp/Regional Planning ConsultantFidelity Investments Aug 2014 - Nov 2015Boston, Ma, Us -
Member Board Of DirectorsManchester Young Professionals Network Sep 2013 - Sep 2016Manchester, Nh, UsThe Manchester Young Professionals Network (MYPN) aims to create business and social opportunities, support professional development and welcome new and existing young professionals to the Manchester, NH community. MYPN was New Hampshire’s first young professionals’ networking organization, established in 2004.MYPN supports nearly 3,000 young professionals as they expand their contact base, develop professional skills, promote themselves and their business and gain access to community leaders in relaxed settings. Providing young professionals who live and/or work in the Manchester area with opportunities to network with with other talented and driven individuals is an important goal of our organization -
Senior Wealth AdvisorThe Baldwin & Clarke Companies Apr 2013 - Aug 2014Bedford, Nh, UsFor over 40 years our mission has been to cultivate relationships based on partnership, knowledge, and respect. This gives you the peace of mind you deserve and the freedom to enjoy your lifestyle, nurture the next generation, and give back to your community.Founded in 1971 The Baldwin & Clarke Companies consist of five independent entities, each with experienced professionals who assist clients by understanding their unique needs and indentifying creative financial strategies to meet those needs.The Baldwin & Clarke Companies use an integrated approach to financial services. Each company has a designated role within the spectrum of financial consulting and planning. Whether these services are employed separately or on a cooperative basis, the objective is to identify creative financial opportunities for each client.This network concept provides comprehensive consultation and implementation services for individuals and corporations. The ability to effectively coordinate and integrate corporate and personal planning, especially for owners of closely held corporations, sets The Baldwin & Clarke Companies apart.The Baldwin & Clarke Companies are comprised of: ~Baldwin & Clarke Advisory Services, Inc. ~Baldwin & Clarke Retirement Plan Services, Inc. ~Baldwin & Clarke Corporate Finance, Inc. ~Baldwin & Clarke Capital Markets, Inc. ~Baldwin & Clarke, LLP. -
Vice President/Senior Account ExecutiveFidelity Investments Apr 2010 - Mar 2013Boston, Ma, Us -
Financial Planning ConsultantFidelity Investments Apr 2009 - Apr 2010Boston, Ma, Us -
Investment RepresentativeFidelity Investments Apr 2008 - Apr 2009Boston, Ma, Us -
Private Client Group Relationship ManagerFidelity Investments Sep 2007 - Apr 2008Boston, Ma, Us -
Investment RepresentativeFidelity Investments Jan 2007 - Sep 2007Boston, Ma, Us -
Client Service RepresentativeFidelity Investments Aug 2006 - Jan 2007Boston, Ma, Us -
TeacherTrinity High School Aug 2004 - Aug 2006
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Mental Health ProfessionalMental Health Center Of Greater Manchester Mar 2003 - Aug 2004
Timothy Paradis, Cfp® Skills
Timothy Paradis, Cfp® Education Details
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Saint Anselm CollegePsychology -
Merrimack CollegeFinancial Planning And Services
Frequently Asked Questions about Timothy Paradis, Cfp®
What company does Timothy Paradis, Cfp® work for?
Timothy Paradis, Cfp® works for Crestwood Advisors
What is Timothy Paradis, Cfp®'s role at the current company?
Timothy Paradis, Cfp®'s current role is Wealth Manager.
What is Timothy Paradis, Cfp®'s email address?
Timothy Paradis, Cfp®'s email address is ti****@****ity.com
What schools did Timothy Paradis, Cfp® attend?
Timothy Paradis, Cfp® attended Saint Anselm College, Merrimack College.
What skills is Timothy Paradis, Cfp® known for?
Timothy Paradis, Cfp® has skills like Series 7, Series 63, Series 65, General Insurance, Certified Financial Planner, Financial Services, Investment Advisory, Financial Planners, Business Strategy, Business Planning, Business Exit Planning, Small Business Financial Management.
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