Timothy Leach, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners

About Timothy

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. My passion for helping others achieve financial security and success drives my work as a financial advisor. Growing up, I witnessed the profound impact that sound financial planning, or lack of it, can have on individuals and families. I find great fulfillment in empowering my clients to navigate complex financial decisions with confidence. Whether it's planning for retirement, securing their children's education, or...

Work History

  • Edward JonesJanuary 2023 to Current
  • Rockingham Co Public SchoolsAugust 2002 to January 2023

Education

  • James Madison UniversityCertificate
  • James Madison UniversityMasters

Personal Interests

  • Active Lifestyle
  • Traveling
  • Golfing
  • Fishing
  • Music

Team Members

  • Trinda Burkhalter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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