Tim Self Email & Phone Number
Managing Partner
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Tim Self Location
- Sarasota, FL, US
Tim Self Work
- 2025 -now Managing Partner @ Siesta Wealth
- 2007 -now Financial Advisor @
- 2022 -2025 Senior Vice President, Investments @ Gulfside Wealth
- 2018 -2025 Director of Wealth Services @ Gulfside Investment Services
- 2007 -2018 Senior Vice President Investments @ Centennial Bank (formerly Insignia Bank)
- 2005 -2007 Financial Advisor @
Tim Self Education
- University of Tennessee, Knoxville
MBA (Marketing and New Venture Analysis)
1985-1987 - University of Kentucky
BBA (Personnel Adminstration and Industrial Relations)
1980-1984
Tim Self Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Leadership
- Banking
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Brokerage
- Annuities
- Portfolio Management
- Investments
- Business Development
- Mortgage Lending
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Life Insurance
- Uniform Combined State Law
- Strategic Financial Planning
- Stocks
- Real Estate
- Asset Management
- Risk Management
- Credit
- Customer Service
- Long Term Care
- Financial Analysis
- Wealth
- Management
- Trading
- Private Banking
- Marketing Strategy
- Retirement
- Loans
- Series 7
- Securities
Tim Self Summary
- Tim Self, based in Sarasota, FL, US, is currently a Managing Partner at Siesta Wealth. Tim Self brings experience from previous roles at LPL Financial, Gulfside Wealth, Gulfside Investment Services and Centennial Bank (formerly Insignia Bank). Tim Self holds a 1985 - 1987 MBA in Marketing and New Venture Analysis @ University of Tennessee, Knoxville. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Leadership and more. Tim Self has 3 emails and 3 mobile phone numbers on RocketReach.
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