Tim Kinley
Wealth Management Specialist, Assistant Vice President at Merrill Lynch
Based in Philadelphia, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
35K
Contact information
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t•••••••@ml.com
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Background
About Tim Kinley
My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. Each person's future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities: Family Finances Health Home Leisure Work Giving Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. I began my financial services career in 2015. When I am not in the office I enjoy trail running.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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