Timothy Flanigan Email
Financial Advisor | CERTIFIED FINANCIAL PLANNER™, Fee Only Fiduciary, ESG Investing @ Brown Miller Wealth Management
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Timothy Flanigan Location
- Washington, DC, US
Timothy Flanigan Work
- 2020 -now Financial Advisor | CERTIFIED FINANCIAL PLANNER™, Fee Only Fiduciary, ESG Investing @
- 2017 -2020 Financial Consultant | CERTIFIED FINANCIAL PLANNER™, Investment Portfolio Management @
- 2015 -2017 Financial Advisor | CERTIFIED FINANCIAL PLANNER™, Portfolio Construction and Management @ Capital Fiduciary Advisors, LLC
- 2007 -2015 Senior Registered Client Associate - Notary Public | Client Relationship Management @
- 2007 -2007 Wealth Management Intern | Investment and Market Research, Client Meeting Support, Advisor Support @
Timothy Flanigan Education
- University of Maryland College Park
Bachelor's degree
2002-2006 - Thomas S Wootton High School
High School Diploma
Timothy Flanigan Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Financial Services
- Financial Reporting
- Financial Analysis
- Investments
- Retirement Planning
- Securities
- Mutual Funds
- Bonds
- Fixed Annuities
- Financial Advisory
- Finance
- Investment Strategies
- Investment Management
- Alternative Investments
- Financial Risk
- Financial Markets
- Portfolio Management
- Microsoft Office
- 401k Rollovers
- Microsoft Word
- Microsoft Excel
- Relationship Management
- Variable Annuities
- Retirement Savings
- Retirement
- Insurance
- IRAs
- Roth IRA
- Traditional IRA
- SEP IRA
- Simple IRA
- 401k Options
Timothy Flanigan Summary
- Timothy Flanigan, based in Washington, DC, US, is currently a Financial Advisor | CERTIFIED FINANCIAL PLANNER™, Fee Only Fiduciary, ESG Investing at Brown Miller Wealth Management. Timothy Flanigan brings experience from previous roles at Wells Fargo Advisors, Capital Fiduciary Advisors, LLC and UBS Financial Services, Inc.. Timothy Flanigan holds a 2002 - 2006 Bachelor's degree @ University of Maryland College Park. With a robust skill set that includes Wealth Management, Financial Planning, Investment Advisory, Financial Services, Financial Reporting and more. Timothy Flanigan has 1 emails on RocketReach.
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