Tim Parker, CFA®

Tim serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Tim has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Tim worked for an independent investment advisory firm as a portfolio analyst.

Tim earned a Bachelor of Science degree in commerce from the University of Virginia and a Master of Business Administration degree from the university’s Darden School of Business, where he received the William Michael Shermet Award. He also holds the Chartered Financial Analyst^® designation, as awarded by the CFA Institute.

Tim and his wife, Elizabeth, have two children: Katherine and Matthew. In his spare time, Tim enjoys reading, traveling and spending time with his family.