Tim Ellsworth Email & Phone Number
VP, Senior Advisor
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Tim Ellsworth Location
- Tulsa, OK, US
Tim Ellsworth Work
- VP, Senior Advisor @ Relation Wealth Management, Inc. (July 2024 - Present)
Tim Ellsworth Education
- Oklahoma State University
Bachelor of Science (BS)
1976-1981 - Bishop Kelley High School 1972-1976
Tim Ellsworth Skills
- 401k
- Asset Allocation
- Corporate Retirement Plan Advisory
- Employee Benefits
- Estate Planning
- Fiduciary Services
- Financial Advisory
- Financial Analysis
- Insurance
- Investment Advisory Services
- Investments
- Personal Financial Planning
- Portfolio Management
- Retirement
- Retirement Planning
- Series 65
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
Tim Ellsworth Summary
- Tim Ellsworth, based in Tulsa, OK, US, is currently a VP, Senior Advisor at Relation Wealth Management, Inc.. Tim Ellsworth holds a 1976 - 1981 Bachelor of Science (BS) @ Oklahoma State University. With a robust skill set that includes 401k, Asset Allocation, Corporate Retirement Plan Advisory, Employee Benefits, Estate Planning and more. Tim Ellsworth has 1 mobile phone numbers on RocketReach.
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