Tim is a Certified Financial Planner Professional and Wealth Advisor at Levy Wealth Management Group. Prior to becoming a Wealth Advisor, Tim was a client Service Associate, getting to know our clients and navigating through complex operational challenges. Previously, Tim worked as an Operations Associate at JP Morgan within the Corporate & Investment Banking division. He received a Bachelor of Business Administration in Marketing from Temple University’s Fox School of Business in 2015. He currently holds Series 7 and 66 registrations with LPL Financial and maintains his life and health insurance license. He grew up in Hatboro and currently resides in Fishtown. Outside of work, Tim en