Tim Wolfcale Email & Phone Number
Director of Financial Advisor Services @ CORDA Investment Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Tim Wolfcale Location
- Austin, TX, US
Tim Wolfcale Work
- Director of Financial Advisor Services @ (June 2022 - Present)
- Senior Relationship Manager @ (December 2013 - June 2022)
- Financial Advisor @ (January 2011 - December 2013)
- Board @ Westlake Youth Lacrosse (January 2005 - January 2013)
- Agent and Financial Advisor @ (January 2008 - January 2010)
- Financial Advisor @ (January 2004 - January 2007)
- Financial Advisor @ (January 2000 - January 2003)
- VP and Capital Markets Manager @ (January 1994 - January 1999)
- Branch Manager and Los Angeles @ Brown & Company (January 1986 - January 1994)
Tim Wolfcale Education
- University of Florida
BA (Economics & Political Science)
Tim Wolfcale Skills
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Investments
- Series 7
- Portfolio Management
- Life Insurance
- Asset Managment
- Project Management
- Mutual Funds
- Asset Management
- Investment Strategies
- Finance
- Investment Management
- Asset Allocation
- Securities
- Financial Planning
- Business Development
- 401(k) Retirement Savings Plans
- Investment Advisory
- Financial Markets
- Fixed Income
Tim Wolfcale Summary
- Tim Wolfcale, based in Austin, TX, US, is currently a Director of Financial Advisor Services at CORDA Investment Management. Tim Wolfcale brings experience from previous roles at CORDA Investment Management, Blue Waters Advisory Group, Westlake Youth Lacrosse and New York Life Insurance Company. Tim Wolfcale holds a BA in Economics & Political Science @ University of Florida. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement Planning, Investments, Series 7 and more. Tim Wolfcale has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Tim Wolfcale?
Find contact details for 700 million professionals.
Others Named Tim Wolfcale
Top CORDA Investment Management Employees
Olivia Rojas
Customer Support Specialist
Plano, TX, US
Elizabeth Nierzwicki
Senior Financial Advisor
Denver, CO, US
Catherine Patrick
Director of Financial Planning
Dallas, TX, US
Keith Roberts
Compliance Officer
Houston, TX, US
Tim Wolfcale
Director of Financial Advisor Services
Austin, TX, US
Kristen O'Brien
Senior Financial Consultant
Conifer, CO, US
Bonner Barnes
President, Chief Investment Officer
Houston, TX, US
Jeff Dodson
Investment Strategist
Flower Mound, TX, US
Nancy Genitempo
Talent Program Manager
Houston, TX, US
Kevin Hopkins
CORDA
Houston, TX, US
Shane Bulgerin
Senior Financial Advisor
Spring Branch, TX, US
Brian Raupp
Portfolio Management and Trading
Houston, TX, US
Jamie Carmack
Senior Financial Advisor
Tyler, TX, US
Alejandro Martinez
Senior Financial Consultant
Austin, TX, US
Javier Parada
Senior Financial Advisor
Texas, United States
Lesley Groux
Senior Financial Advisor
Houston, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co