Our Wealth Management Advisors
Timothy Fazzini
Sales Associate
Tim Fazzini currently serves as a sales associate for Wealth Management and believes in creating long-term relationships with his clients. Prior to this role Tim, was a business development coordinator and a client service representative for Cambridge Consulting Group.
There, Tim was responsible for handling account and policy summaries and updates, assisting clients with account-related issues and questions, executing authorized trades and providing general account support and assistance to the Wealth Management team.
Tim’s background in client service allows him to foster deeper and more meaningful connections with clients, working to provide financial peace of mind so that his clients can focus on other aspects of their lives. Tim believes that nothing shows more value to a client than having a service team that is both attentive and reliable
Tim holds a FINRA Series 7 & 66 Registrations and is a licensed life, accident and health insurance agent in the state of Michigan.
In his spare time, Tim enjoys attending major league Detroit sporting events, traveling, golf, other outdoor activities and spending time with friends and family.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures