Tim Gardner, AIF®

Experience

• 

  Charles Schwab

  May 1997 - Mar 2004

  Senior Investment Specialist
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  Merrill Lynch

  Mar 2004 - Apr 2009

  Financial Advisor

  I served a both High Net-Worth Families and Corporate Sponsored Retirement Plans

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  LPL Financial

  Apr 2009 - Sept 2014

  Financial Advisor

  Served a broad group of Corporate Sponsored Retirement Plans and High Net-Worth Clients, providing Institutional Money Management principles to both groups.

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  Chatham Wealth Management

  Sept 2014 - now

  Tim brings clients more than 20 years of experience with retirement plans, working with retirement plan sponsors and High Net-Worth Individuals. Before joining Securities America, Tim worked for LPL Financial for 5 years, was in charge of compliance and operations, and was a Pension/401k consultant at Charles Schwab, Lincoln National, and Merrill Lynch. Tim received his Bachelor in Economics from Miami University before finding his passion for helping Key Executives and Small Business Owners achieve a work-optional lifestyle. He has earned the following licenses (series 7, 63, 65, 9, & 10). Tim shares a wealth of knowledge nationwide, especially with his Washington, DC, and North Carolina client base. Tim has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, which represents his thorough knowledge of and ability to apply fiduciary practices to retirement plans, trusts, and foundations. Show less

  • Wealth Manager and Founder

    Nov 2024 - now

  • Wealth Manager & Partner

    Sept 2014 - now