Timothy Martin
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.
Timothy Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts portfolio strategies as clients' situations evolve.
His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. Timothy holds 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). He earned a Bachelor's Degree from Full Sail University.
Outside of his professional work, Timothy enjoys golfing, photography, pickleball, spending time with his family, and traveling.
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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