Legends Financial Services Group
16091 Swingley Ridge Road, Suite 110
Chesterfield, MO 63017
www.legendsfinancialservices.com
As a Financial Advisor with Legends Financial Services Group, Timothy helps clients work toward the financial freedom they need to live their dreams. He assists in providing comprehensive financial services to groups and individuals in the areas of employee benefits, insurance, investments, asset allocation, business succession and personal estate planning.
Before joining Legends, Timothy was a Registered Representative for MetLife. In this role, it was his responsibility to provide customized insurance and investment benefit solutions for highly-compensated executives. Timothy’s career began with Lincoln Financial Advisors where he built a strong foundation in the areas of wealth accumulation, estate and business succession planning.
With over 18 years of industry experience, Timothy has developed expertise in the areas of investment and insurance products for both groups and individuals. He holds Life, Health, and Variable Contracts Insurance Licenses through various states and has earned his Series 6, 7 and 63 registrations currently held with LPL Financial and Series 65 registration held with Cornerstone Wealth Management. Timothy has also achieved the Accredited Investment Fiduciary™ professional designation awarded by the Center for Fiduciary Studies through the University of Pittsburgh. He is a member of the Children’s Legacy Advisors of St. Louis Children’s Hospital and is currently working towards the completion of his CERTIFIED FINANCIAL PLANNER™ designation.
Personally, Tim is blessed to have a loving wife, Vickie, and two boisterous young boys, Jacob and Benjamin. They are members of St. John Church in Ellisville. As residents of Chesterfield, his family enjoys the many parks and outdoor activities the community has to offer. Timothy and his crew especially love their getaways to the mountains and areas surrounding Aspen, Colorado for summertime hikes and winter snow skiing vacations.
Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.