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Timothy Whitney

CFP, CFA

Areas of expertise

Buying a Home
Buying a Home
Managing Debt
Managing Debt
Retirement
Retirement
Tax Strategy
Tax Strategy

Education

University of North Carolina at Chapel Hill

Posts

Timothy has not published any posts.

profile last updated 08/06/2022

Office Information

TradeWinds, LLC
Timothy M. Whitney

Office Phone

social media & website

Registered States

AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Licenses & Designations

63, 65

CFP, CFA

Events

Timothy has not posted any events.