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Timothy Meyer, Financial Advisor

FINANCIAL ADVISOR
Timothy A Meyer

CFP®, CPWA®, CIMA®
100 Madrid Blvd Suite 315, Punta Gorda, FL 33950opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Aerospace Professionals

About Timothy

As a financial advisor, my passion is to understand what’s truly important to you and your loved ones. Together with a team of professionals like your tax advisor, attorney and insurance agent, we craft a tailored financial strategy for affluent individuals, families and business owners. We’ll navigate through our proven process, creating strategies that align with your aspirations.

My practice spans over 30 states, reflecting the widespread locations of my clients and their referrals. Thanks to the tools at our disposal, conducting business with anyone across the country has become seamless.

I’m fortunate to work alongside an extraordinary team. Catherine, our associate...

Work History

  • Edward JonesSeptember 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Univ of Central FloridaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Fishing
  • Aviation
  • Karate

Team Members

  • Catherine Poole
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(941) 637-6787

Fax

(877) 222-8552

Office Address

100 Madrid Blvd Suite 315
Punta Gorda, FL 33950opens in a new window

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