Tim Scannell, Cpa, Cfp®

Tim Scannell, Cpa, Cfp® Email and Phone Number

Managing Director, Partner at Hightower Great Lakes @ Hightower Great Lakes
Tim Scannell, Cpa, Cfp®'s Location
Valparaiso, Indiana, United States, United States
Tim Scannell, Cpa, Cfp®'s Contact Details

Tim Scannell, Cpa, Cfp® work email

Tim Scannell, Cpa, Cfp® personal email

n/a
About Tim Scannell, Cpa, Cfp®

I provide client-focused, proactive, comprehensive wealth management. I am a CPA with more than 34 years of experience in personal and business tax planning, estate planning, risk management, succession, and generational wealth planning, and charitable giving. I help business owners maximize profit, respond to economic change, and plan for their unique futures. In 2008, my team and I joined Hightower, and in 2018, I combined resources to partner and create Hightower Great Lakes. My team and I meet with clients to determine clients' individual goals, clarify visions for the future, and discern dreams for their families. My clients benefit from customized portfolios, regular updates, proactive planning, beneficiary preparation, and change anticipation, so they stay on track in their wealth management goals. My team and I provide estate, succession, tax, and retirement planning, so business owners can focus on what they do best - run their businesses. My clients trust me with their financial future, and I take it to heart. My life passion is to enhance the lives of my clients, their families, and their communities. My partnership with Hightower - an advisor owned- and client-centered independent advisory firm - helps my team maintain an unbiased, genuine client-focus with Wall Street resources and sophistication. Contact me at (219)246-5370 or tscannell@hightoweradvisors.com to learn how you may benefit from my expertise in proactive wealth management and tax planning. I earned my BS in Accounting from the University of Illinois and my Certified Public Accountant in 1984, became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 1986, and have maintained my education status as a Registered Representative. I have earned and maintained my Series 7, Series 24, Series 53, Series 63, and Series 65 FINRA securities registrations, among other industry distinctions. For additional information and disclosures please visit: www.hightowergreatlakes.comSecurities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.

Tim Scannell, Cpa, Cfp®'s Current Company Details
Hightower Great Lakes

Hightower Great Lakes

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Managing Director, Partner at Hightower Great Lakes
Tim Scannell, Cpa, Cfp® Work Experience Details
  • Hightower Great Lakes
    Managing Director, Partner
    Hightower Great Lakes 2008 - Present
    Valparaiso, In, Us
    Hightower is a national advisor-owned financial services company serving high-net-worth individuals and institutional clients from our headquarters in Chicago and corporate centers in New York and San Francisco as well as branch offices nationwide. Our advisors are experienced investment professionals with large and established advisory practices.By reinventing how advisors on the front lines of wealth management can best serve and protect investors, Hightower has created a financial services business model in a ground-breaking class all its own.Unlike integrated brokerage firms designed to build and distribute financial products – which drives profitability for the firm, but not necessarily returns for the clients – Hightower puts financial advice at the center of its business model.
  • Hightower Great Lakes
    Managing Director
    Hightower Great Lakes Jan 1999 - Present
    Valparaiso, In, Us
    We provide comprehensive advice and plans to help enable our clients to live their best lives.
  • Indiana Federal Bank
    Sr. Vp
    Indiana Federal Bank Oct 1995 - Dec 1998
    My responsibilities included managing the Indiana Federal Bank Trust department and being President of their Investment Services group IFT Investment Services.
  • Scannell & Associates
    President, Wealth Manager
    Scannell & Associates Jul 1986 - Sep 1995
    As the Trusted Advisor for our clients, we deliver proactive, objective advice, plans and solutions enabling our clients to reach their unique family goals. We choose to be unbiased fiduciaries for our clients - we place our clients' interests first and proactively provide objective, transparent and comprehensive advice and solutions. Our partnership with Hightower, an advisor-owned and client-centered independent Advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.We deliver transparent, proactive, independent, unbiased and comprehensive planning and communications to the families we work for. Comprehensive Wealth Management services include investment management, estate planning, personal and business tax strategies, comprehensive risk management and generational wealth preservation.
  • Ernst & Winney
    Staff Auditor
    Ernst & Winney May 1984 - Jun 1986

Tim Scannell, Cpa, Cfp® Skills

Investment Management Personal Financial Planning Estate Tax Planning Personal Tax Planning Business Tax Planning Insurance Planning Wealth Management Estate Planning Fly Fishing

Tim Scannell, Cpa, Cfp® Education Details

  • Cfp, Cpa
    Cfp, Cpa
  • Gies College Of Business - University Of Illinois Urbana-Champaign
    Gies College Of Business - University Of Illinois Urbana-Champaign
    Accountancy
  • Mount Carmel High School
    Mount Carmel High School
  • St Barnabas
    St Barnabas

Frequently Asked Questions about Tim Scannell, Cpa, Cfp®

What company does Tim Scannell, Cpa, Cfp® work for?

Tim Scannell, Cpa, Cfp® works for Hightower Great Lakes

What is Tim Scannell, Cpa, Cfp®'s role at the current company?

Tim Scannell, Cpa, Cfp®'s current role is Managing Director, Partner at Hightower Great Lakes.

What is Tim Scannell, Cpa, Cfp®'s email address?

Tim Scannell, Cpa, Cfp®'s email address is ts****@****ors.com

What is Tim Scannell, Cpa, Cfp®'s direct phone number?

Tim Scannell, Cpa, Cfp®'s direct phone number is +131296*****

What schools did Tim Scannell, Cpa, Cfp® attend?

Tim Scannell, Cpa, Cfp® attended Cfp, Cpa, Gies College Of Business - University Of Illinois Urbana-Champaign, Mount Carmel High School, St Barnabas.

What are some of Tim Scannell, Cpa, Cfp®'s interests?

Tim Scannell, Cpa, Cfp® has interest in Social Services, Fly Fishing, Skiing, Economic Empowerment, Outdoor Activities, Biking, Running, Swimming.

What skills is Tim Scannell, Cpa, Cfp® known for?

Tim Scannell, Cpa, Cfp® has skills like Investment Management, Personal Financial Planning, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Insurance Planning, Wealth Management, Estate Planning, Fly Fishing.

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