Tim Urie Email & Phone Number
Managing Partner, Chief Growth Officer and CCO @ Legacy Edge
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Tim Urie Location
- New York, NY, US
Tim Urie Work
- Managing Partner, Chief Growth Officer and CCO @ (November 2023 - Present)
- Managing Partner, Wealth Advisor @ Orbis Wealth (February 2021 - November 2023)
- Senior Director, Wealth Management @ (March 2020 - November 2020)
- Director, Wealth Management @ (July 2011 - November 2020)
- Director, Individual Client Services @ (March 2010 - July 2011)
- Senior Consultant @ (May 2006 - February 2010)
- Associate Vice President and Investment Consultant @ (January 2005 - April 2006)
- Financial Advisor @ Ameriprise Financial Services, LLC (January 1999 - January 2005)
Tim Urie Education
- The College of New Jersey
B.A.
1995-1999
Tim Urie Skills
- Financial Services
- Investment Planning
- Leadership Training and Development
- Life Insurance
- Multi-Generational Wealth Planning
- Relationship Management
- Retirement Planning
- Risk Management
- Wealth Preservation Planning
- Management
- Microsoft Word
- Research
- Microsoft Excel
- Financial Analysis
- Wealth Management
- Financial Planning
- Estate Planning
- Financial Advisory
- Writing
- Series 63
- Attentive
- Monitors
- Achiever
- Market
- Jersey
- Fixed Annuities
- Bonds
- Collaborative
- Nasd
- Tax Planning
- Insurance
- Wealth Transfer
- Seminars
- Sales
- Community
- History
- Teaching
- Client Meetings
- Fee
- Stock Option
- Customer Satisfaction
- Estate Preservation
- Client Services
- Communication
- Home
- Cell
- Investments
- Finance
- Asset Allocation
- Franchising
- Mutual Funds
- Outlook
- Strategies
- Charitable Giving
- Stocks
- Tracking Systems
- Financial Goals
- Business Partners
- Separately Managed Accounts
- Practitioners
- Training
- Management Structure
- Certified Financial Planner
- Multi Faceted
- Small Business Development
- Travel
- Insurance Planning
- Professional Sports
- Retirement
- REIT
- American Express
- Income
- Analysis
- Series 7
- Employee Benefits
- Hedge Funds
- General Practitioner
Tim Urie Summary
- Tim Urie, based in New York, NY, US, is currently a Managing Partner, Chief Growth Officer and CCO at Legacy Edge Advisors. Tim Urie brings experience from previous roles at Orbis Wealth and TIAA. Tim Urie holds a 1995 - 1999 B.A. @ The College of New Jersey. With a robust skill set that includes Financial Services, Investment Planning, Leadership Training and Development, Life Insurance, Multi-Generational Wealth Planning and more. Tim Urie has 4 emails and 2 mobile phone numbers on RocketReach.
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Marlboro Township, NJ, US
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Nick Patullo
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Charles Hawes
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