International Business Academies of Learning

Up Comming Events
« 
July 2010
 »
SMTWTFS
 123
45678910
11121314151617
18192021222324
25262728293031

Member Profile

  • Tim's career began in mid-1986. He has worked at such prestigious Wall Street firms such as Bear Stearns, Prudential Securities and Raymond James. Tim is still associated with American Wealth Management, Inc., as they transact all of his securities activities. As Tim's desire to serve the retirement market grew, he joined Magnolia Financial in 2005 and brings a wealth of financial knowledge to the firm.

    Tim is a Registered Investment Advisor Representative (SEC). He is also a Series 7  licensed broker. He's also a licensed insurance agent and able to conduct fixed & variable annuity, insurance and LTC business in several states.

    Tim's portfolio management experience dates back to 1986, his current expertise focuses a great degree in income planning and high yield securities. Although he rarely takes on new clients for personal management, his preferred portfolio structure revolves around a combination of dividends with capital appreciation secondary.
     
  • Magnolia Financial Advisors, LLC is a diversified and fully independent investment and retirement planning advisory firm. The managing partners have over 70 years of combined experience. They include a CERTIFIED FINANCIAL PLANNER ™ ( CFP ® ), a Certified Public Accountant (CPA), Registered Investment Advisors and multiline insurance specialists. Our strength is their dedication in assisting you structure a plan that will not only help you to build so that you are able to maintain your lifestyle during retirement years, we will also assist in planning a legacy that will last for generations.
  • Tim was granted admission into WiserAdvisor   based on his credentials and qualifications. Because of their strict standards less than 1% of the more than 600,000 professionals have been granted membership. Click here  to read more about it.
      
    Tim was also selected as as a FIVE STAR: Best in Client Satisfaction Wealth ManagerSM for 2008. This distinction was published in October 2008 issue of Atlanta Magazine. This elite group of wealth managers represents less than 3% of the wealth managers in the Atlanta area. Click here  to read more.
Join Our Tips & Events Updates
Email:
For Email Marketing you can trust
WEEKLY MUST ATTEND EVENT
Polo Golf and Country Club

IBAL Connect Grow Profit Network on Facebook