Tim Austin Email & Phone Number
Senior Vice President - Senior Estate Advice and Planning Analyst @ Truist Wealth
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Tim Austin Location
- North Carolina, United States
Tim Austin Work
- 2026 -now Senior Vice President - Senior Estate Advice and Planning Analyst @
- 2024 -2026 Virtual Senior Premier Advisor @
- 2021 -2024 Wealth Advisor @
- 2017 -2021 Senior Relationship Fiduciary Advisor - Abbot Downing - a Wells Fargo Company @
- 2008 -2015 Senior Vice President - Senior Fiduciary Officer and Planner and BDO @
- 2004 -2008 Vice President - Senior Trust and Estate Advisor and Planner @
- 2002 -2004 Financial Planner @
- 1999 -2001 Client Advisor - FINRA 6 and 63 @
Tim Austin Education
- CFA Institute
Investment Foundations Certificate (Investments and Securities)
2018-2018 - Emory University
(ABA National Graduate Trust School II)
2006-2006 - Northwestern University
(ABA National Graduate Trust School I)
2005-2005 - Cannon Financial Institute
Graduate Trust School
2004-2005 - Cannon Financial Institute
Cannon Trust School I (II, III, Trust and Estate Administration and Planning)
2001-2003 - Queens University of Charlotte
CFP (Certified Financial Planner - Study)
2000-2002 - Bryan School of Business and Economics at UNCG
Master of Business Administration - MBA (Finance and Financial Management Services)
- UNC Charlotte Belk College of Business
BSBA (Finance and Economics)
Tim Austin Skills
- Retirement
- Insurance
- Income Tax
- Wealth Management
- Estate Planning
- Investment Advisory Services
- Investments
- Wealth
- Financial Services
- Wealth Management Services
- Tax
- Asset Allocation
- Investment Advisory
- Retirement Planning
- Portfolio Management
- High Net Worth Individuals
- Sales
- Relationship Management
- Finance
- Financial Planning
- Banking
- Customer Relationship Management Crm
- Charitable Trusts
- Wealth Preservation Planning
- Multi Generational Wealth Transfer
- Key Account Relationship Building
Tim Austin Summary
- Tim Austin, based in North Carolina, United States, is currently a Senior Vice President - Senior Estate Advice and Planning Analyst at Truist Wealth. Tim Austin brings experience from previous roles at Truist, Truist Wealth, Abbot Downing - Wells Fargo and First Citizens Bank. Tim Austin holds a 2018 - 2018 Investment Foundations Certificate in Investments and Securities @ CFA Institute. With a robust skill set that includes Retirement, Insurance, Income Tax, Wealth Management, Estate Planning and more. Tim Austin has 2 emails on RocketReach.
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