Timothy Martin
Advisor at Merrill
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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.
Timothy Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal financial goals and develop tailored strategies that address their short-, mid-, and long-term objectives. He provides guidance on a variety of financial matters, including general investing, retirement planning, and preparing for unexpected life events. Timothy also offers clients access to Bank of America specialists for banking, credit, home financing, and small business solutions.
Timothy’s expertise lies in helping clients manage diverse financial priorities such as homeownership, education funding, elder care, and healthcare planning. He partners one-on-one with clients to define their goals and design portfolio strategies that align with their evolving needs. As a Merrill Financial Advisor, he offers ongoing advice and continuously adapts financial plans based on changing circumstances.
He holds a Bachelor's Degree from Full Sail University and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
Bank of America, N.A.
2024 - Present (2 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2024 - Present (2 years)
Morgan Stanley
2023 - 2024 (1 year)
Amazon
2022 - 2022 (1 year)
Rocket Mortgage
2022 - 2022 (1 year)
Remax Eclipse
2021 - 2021 (1 year)
Keller Williams Lakeside
2019 - 2021 (2 years)
Keller Williams Lakeside
2018 - 2019 (1 year)
Jeff Glover & Associates - Keller Williams Plymouth
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
Elementary , CBS Productions
2017 - 2017 (1 year)
Unemployed
2017 - 2017 (1 year)
Law and Order SVU - NBC Production
2016 - 2016 (1 year)
Wetlands, LLC
2016 - 2016 (1 year)
Blue Bloods - CBS , EYE Productions
2010 - 2016 (6 years)
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