Mr. Waters is a financial consultant at Triumph Capital Management. He started in the financial services industry in 1999 immediately after earning his Bachelor's of Science in Personal Finance from The Ohio State University. He has passed his Series 7 and currently holds his Series 63 and 65 registrations and is licensed to sell life, health, and long-term care insurance.
Tim excelled at both AXA Equitable and Raymond James before joining Triumph Capital Management. He manages wealth for individuals, corporations, and nonprofit institutions. Tim employs technology to offer modern, cost-efficient portfolios and utilizes select leading institutional money managers for individuals and families in virtually all phases of wealth accumulation, from modest to high net worth clients.