Tim McNamara, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional. Specializing in financial planning, wealth management, business planning, and wealth strategies, Tim helps clients through a multitude of financial matters. Serving for close to a decade in the financial services industry after earning a finance degree from The University of Tennessee, Chattanooga.

In addition to the CERTIFIED FINANCIAL PLANNER™ professional designation, Tim also holds Series 7 and 66 securities licenses, as well as his life and health insurance licenses. Tim is dedicated to helping his clients define and achieve their short and long-term financial goals, and is excited to be a part of this process for individuals, families, and small businesses.

Tim is a lifelong resident of Nashville, member of St. Henry’s church, and graduate of Father Ryan High School. Tim enjoys spending time with his wife, Courtney, and his young daughter, The three enjoy going to Titans games, cheering on the Vols, and spending time with family and spending Sundays at their church.

• Registered to offer Securities and Investment products
• Licensed to provide Life and Health Insurance
• Licensed to provide Property and Casualty Insurance