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Timothy G. Smith

  • Wealth Advisor
  • Financial Planner

One of Timothy’s key strengths as a Financial Planner is his ability to communicate complex concepts in a clear and understandable way, empowering his clients to make informed decisions about their financial future. He takes the time to educate his clients about their options and the potential risks and rewards associated with each decision, ensuring that they feel confident in their financial choices.

In addition to his work with individual clients, Timothy is also a passionate advocate for financial literacy in his community. He regularly volunteers his time to teach financial wellness workshops, helping people of all ages and backgrounds improve their financial knowledge and make better decisions for themselves and their families.

After dedicating 20 years of service with the US Navy, Timothy now applies his unwavering commitment to serving his clients, helping them achieve their goals and build a secure financial future. His expertise, integrity, and commitment to exceptional client service have earned him a reputation as a trusted advisor and invaluable resource for individuals seeking to proactively manage their financial well-being.

Timothy obtained his Bachelor of Science degree from Thomas Edison State University and holds the Series 7, 63, and 66 securities licenses. In his spare time, he enjoys outdoor activities with his family, such as kayaking, camping, and geocaching. He also has a passion for music, regularly attending rock concerts and playing cello in a local orchestra with his son. A self-proclaimed “nerd”, Timothy is an avid fan of tabletop games and fantasy lore.

Click HERE to setup a time to meet

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT 

Check the background of this registered representative on FINRA’s BrokerCheck

Timothy G. Smith

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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