Senior Vice President,
JD, Louis D. Brandeis School of Law – University of Louisville
B.A. (English), University of Louisville
Tim joined Argent in May of 2014 to help grow our presence in the Louisville market. As a wealth advisor with Argent, he will serve high net worth families with trust, investment, estate and family office services. Prior to joining Argent, Tim served as a Wealth Advisor in JPMorgan’s Private Bank office in Louisville office focused on providing holistic financial services.
Tim has extensive wealth advisory expertise in driving prospect and client activity in financial planning, wealth allocation, strategic wealth transfer, business succession, charitable giving, out-of-state trusts, corporations, partnerships, and estate and income tax planning. He builds client understanding and confidence in strategic tailored wealth management structures that result in new, expanded and retained investment management relationships.