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Tim Talley, Financial Advisor

FINANCIAL ADVISOR
Tim Talley

CFP®, CKA®
3311 Old Forest Rd Suite 203, Lynchburg, VA 24501opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Values and Faith Based Investing

About Tim

I help successful working professionals, retirees and business owners in the Greater Lynchburg area and beyond make smart decisions about their wealth, allowing them to lead meaningful lives of impact. Working closely with you and your CPA, attorney and other professionals, I help determine the most appropriate financial strategy for you, your family and your business. I currently hold the CERTIFIED FINANCIAL PLANNER® certification and Certified Kingdom Advisor® designation.

My team follows an established process that begins by taking time to fully understand our clients' unique story, purpose and aspirations.

Our holistic process addresses six key areas:
1. Discovering what's most...

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Liberty UniversityMaster of Business Admin
  • Liberty UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Golfing
  • Fishing
  • Community Outreach
  • Health & Nutrition

Team Members

  • Lianne Nuckolds
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(434) 385-5613

Fax

(855) 387-2637

Office Address

3311 Old Forest Rd Suite 203
Lynchburg, VA 24501opens in a new window

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