Timothy Wells Email & Phone Number
Partner @ Legacy Capital Planners, LLC
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Timothy Wells Location
- Grand Rapids, MI, US
Timothy Wells Work
- Partner @ (November 2020 - Present)
- Investment Advisor Representative @ (January 2013 - Present)
- Adjunct Professor @ (January 2015 - January 2018)
- Senior Analyst @ (January 2006 - January 2013)
- Commercial Banking @ Byron Bank (now Huntington Bank) (January 1998 - January 2006)
Timothy Wells Education
- Western Michigan University
(Business)
- Davenport University
- Western Michigan University
Bachelor Of Business Administration (Asian Studies, Finance)
- Ann Arbor Huron High School
- Western Michigan University
Master Of Business Administration (Management)
Timothy Wells Skills
- Purpose Driven
- Wealth Management
- Financial Modeling
- Investments
- Business Analysis
- Variable Annuities
- Finance
- Retirement Plan Consulting
- Investment Advisory
- Roth IRA
- Strategic Planning
- Financial Services
- Personal Budgeting
- Simple IRA
- Investment Strategies
- SEP IRA
- Business Process
- Financial Analysis
- Business Process Improvement
- Project Management
- Term Life Insurance
- Retirement Plan
- Services
Timothy Wells Summary
- Timothy Wells, based in Grand Rapids, MI, US, is currently a Partner at Legacy Capital Planners, LLC. Timothy Wells brings experience from previous roles at Cambridge Investment Research, Davenport University, Haworth Inc. and Byron Bank (now Huntington Bank). Timothy Wells holds a Western Michigan University. With a robust skill set that includes Purpose Driven, Wealth Management, Financial Modeling, Investments, Business Analysis and more. Timothy Wells has 1 emails and 2 mobile phone numbers on RocketReach.
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