Timothy Finucane
Financial Advisor at Merrill Lynch
Based in Chicago, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
35K
Contact information
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t•••••••@ml.com
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Background
About Timothy Finucane
I am a financial advisor for Merrill within the J&R Group. Our team is comprised of 13 skilled industry professionals with over 175 years of combined industry experience. Our team focuses on: 1. Advisory services to private and public companies that offer 401(k) and other benefit plans to employees. Consulting services and philanthropic management capabilities to nonprofit institutions. Financial advice, investment guidance, and holistic wealth management for affluent families and high-net-worth individuals. I hold the Chartered Retirement Planning Counselor℠, CRPC® and the Certified Plan Fiduciary Advisor (CPFA™) designations. Whether you are an individual looking for a tailored financial strategy, or an institution looking for guidance, I would welcome the opportunity to connect and help you map out a plan to accumulate, grow, and preserve your wealth so you may advance towards the goals most meaningful to you.*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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