Timothy Paradis, Cfp®

Timothy Paradis, Cfp® Email and Phone Number

Wealth Manager @ Crestwood Advisors
Timothy Paradis, Cfp®'s Location
Westport, Connecticut, United States, United States
Timothy Paradis, Cfp®'s Contact Details

Timothy Paradis, Cfp® work email

Timothy Paradis, Cfp® personal email

About Timothy Paradis, Cfp®

I specialize in addressing the complex needs of executives, business owners, and wealthy families, through curiosity and personalized comprehensive solutions.

Timothy Paradis, Cfp®'s Current Company Details
Crestwood Advisors

Crestwood Advisors

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Wealth Manager
Timothy Paradis, Cfp® Work Experience Details
  • Crestwood Advisors
    Wealth Manager
    Crestwood Advisors Apr 2023 - Present
    Boston, Ma, Us
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Nov 2015 - Apr 2023
    Boston, Ma, Us
  • Fidelity Investments
    Vp/Regional Planning Consultant
    Fidelity Investments Aug 2014 - Nov 2015
    Boston, Ma, Us
  • Manchester Young Professionals Network
    Member Board Of Directors
    Manchester Young Professionals Network Sep 2013 - Sep 2016
    Manchester, Nh, Us
    The 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
  • The Baldwin & Clarke Companies
    Senior Wealth Advisor
    The Baldwin & Clarke Companies Apr 2013 - Aug 2014
    Bedford, Nh, Us
    For 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.
  • Fidelity Investments
    Vice President/Senior Account Executive
    Fidelity Investments Apr 2010 - Mar 2013
    Boston, Ma, Us
  • Fidelity Investments
    Financial Planning Consultant
    Fidelity Investments Apr 2009 - Apr 2010
    Boston, Ma, Us
  • Fidelity Investments
    Investment Representative
    Fidelity Investments Apr 2008 - Apr 2009
    Boston, Ma, Us
  • Fidelity Investments
    Private Client Group Relationship Manager
    Fidelity Investments Sep 2007 - Apr 2008
    Boston, Ma, Us
  • Fidelity Investments
    Investment Representative
    Fidelity Investments Jan 2007 - Sep 2007
    Boston, Ma, Us
  • Fidelity Investments
    Client Service Representative
    Fidelity Investments Aug 2006 - Jan 2007
    Boston, Ma, Us
  • Trinity High School
    Teacher
    Trinity High School Aug 2004 - Aug 2006
  • Mental Health Center Of Greater Manchester
    Mental Health Professional
    Mental Health Center Of Greater Manchester Mar 2003 - Aug 2004

Timothy Paradis, Cfp® Skills

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 Wealth Management Wealth Management Services Wealth Accumulation Wealth Preservation Planning Wealth Accumulation Strategies Multi Generational Wealth Transfer Intergenerational Wealth Transfer Retirement Planning Retirement Plan Consulting Qualified Retirement Plans Retirement Benefits Risk Management Risk Assessment Financial Advisory Financial Planning Investments

Timothy Paradis, Cfp® Education Details

  • Saint Anselm College
    Saint Anselm College
    Psychology
  • Merrimack College
    Merrimack College
    Financial 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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