Tim Self Email & Phone Number

Tim Self Email & Phone Number

Managing Partner @ Siesta Wealth

Tim Self Location

Sarasota, FL, US

Tim Self Work

  • 2025 - now  Managing Partner @ Siesta Wealth
  • 2007 - now  Financial Advisor @ LPL Financial
  • 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 @ Raymond James

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

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 2 mobile phone numbers on RocketReach.

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