Prior to joining Lane Bridgers Associates at their inception, Tim was a Vice President of PNC Investments from 1997 through 2003. Tim is an Accredited Asset Management Specialist (AAMS)
and is an integral member of the Lane Bridgers Investment Advisory team. Tim holds his Series 7, 63, and 65 securities licenses as well as his life, disability and long-term care insurance licenses.
Tim concentrates his efforts on developing long-term investment strategies and managing client relationships for LBA clients. Tim works closely with our clients in selecting the appropriate investment options to meet the clients' overall risk tolerance, investment objectives and income needs. Tim assists our client's advisors (at tax time) with cost basis calculation and tax reporting.
A graduate of Cabrini College with a B.S. in Business Administration, Tim resides in Hainesport, NJ with his wife Eileen and their three daughters. |