Tim Paschall

Background

About Tim Paschall

I am a Gastonia, NC Registered Investment Advisor Representative of WMS Advisors, LLC; a CFP® Practitioner; and a Registered Representative with Purshe Kaplan Sterling Investments (PKS), a broker-dealer. My predecessor firm, Paschall & Associates, located in Gastonia, N.C, was founded in 1997 and merged into WMS Advisors in 2024. I have over three decades of experience in the delivery of financial advice and education. I am a Certified Financial Planner® Practitioner, an earned designation from the CFP Board of Standards and a Chartered Life Underwriter an earned designation from The American College. We provide comprehensive and limited financial planning services, fee-based investment and portfolio management, independent life, disability and extended care insurance planning and brokerage services. We serve professionals and small business owner clients and their families from wealth accumulation, transition to and through life phases and wealth transfer and generational legacy planning. We also service and advise corporate retirement plans. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Investment Advisory Services offered through WMS Advisors, LLC. Purshe Kaplan Sterling Investments and WMS Advisors are not affiliated companies. Securities and Investment Advisory Services offered at 6135 Park South Drive, Suite 510, Charlotte NC 28210. Investments through PKS or WMS are: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY