Timothy Neilson

Background

About Timothy Neilson

Tim is a dedicated financial advisor who is passionate about helping his clients achieve their financial goals. With over 20 years of experience in the industry, he has built a reputation for his knowledge in wealth management, retirement planning and tax-efficient investing. Born and raised in the Hudson Valley, Tim has always had a keen interest in finance and investing. After completing his education, he began his career in the life insurance industry, working with clients to help them with their estate planning and insurance needs. However, Tim knew that while he still wanted to work closely with individual clients by helping them achieve broad financial goals, he also wanted to focus more on helping them achieve their personal investment objectives. He assists clients by helping them navigate the complexities of the financial markets and communicating time tested approaches to building and preserving wealth. In 2012, Merrill introduced the Investment Personality Assessment (IPA), a groundbreaking tool that helps clients gain a deeper understanding about how investors think about risk, which in turn affects their attitudes toward planning and investing. Tim quickly recognized the potential of the IPA and has since incorporated it into his practice, using it to create personalized investment management strategies that align with each client's unique risk profile which helps them realize their financial goals. Tim's experience in various investment cycles, combined with his understanding of an investor's personality enables him to provide his clients with comprehensive wealth management strategies that considers each client's particular stage of life, and with this in mind Tim is determined to help his clients not only achieve their immediate financial goals but to also look at ways of building wealth for future generations. In addition to his work as a financial advisor Tim enjoys spending time outdoors in the Hudson Valley with his family… and traveling.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.