Timothy Dumas
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Shreveport, LA 71101
Credentials
Series 63, Series 65
Industry experience
37 years
Timothy Dumas is a Senior Financial Advisor with Merrill Lynch Wealth Management located in Sarasota, Florida. With more than 34 years in the financial services industry, he specializes in working with affluent individuals and families focusing on wealth growth, preservation, and distribution. His approach centers on developing integrated, multi-generational wealth plans tailored to clients' goals and circumstances, emphasizing personalized service, regular communication, and portfolio reviews.
Tim began his career in 1988 at Prudential Securities, where he held various roles including financial advisor, trainer, and branch manager in multiple locations. He later managed offices for Legg Mason in Texas and served as branch manager for Morgan Keegan in Sarasota before joining Merrill Lynch Wealth Management in 2011. Tim holds a Bachelor’s degree in History from Louisiana Tech University and has pursued an MBA at Louisiana State University. He maintains several securities registrations and insurance licenses and holds the Personal Investment Advisor (PIA) designation.
Residing in Sarasota, Florida, Tim is engaged in his community through service on non-profit boards and civic associations. Outside of his professional activities, he enjoys tennis, gardening, gourmet cooking, saltwater fishing, and spending time with family. He also returns to Louisiana to support LSU football.
Bank Of America, N.a.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2011 - Present (15 years)
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