Timothy Brown
Montis Financial Family Office Services - A New Experience in Managing Family Protection and Prosperity
- Role
- Senior Financial Advisor at Montis Financial
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Timothy Brown
I work with high‑net‑worth families who want their wealth managed with institutional…
Experience
Senior Financial Advisor
Dec 2023 — Present · Boise, ID, US
Education
Institute for Divorce Financial Analysts
Specialized training in the field of pre-divorce financial planning.
2011 — 2012
UCLA Extension
Personal Financial Planner , Personal Financial Planning Curriculumn
1982 — 1984
Investments and Wealth Institute
Certified Retirement Management Analyst (RMA), Practical Retirement Income Solutions
2016 — 2017
Pepperdine Graziadio Business School
Financial Management for the Family Office , Family and Consumer Sciences/Human Sciences Business Services
2019 — 2019
Dimensional Funds
Dimensional Advisor , The Truth of Investment Performance 1936-present
2011 — 2011
San Diego State University
Business Administration and Management, General
1978 — 1980
Cleveland High School
High School Graduate, Football, Track & Fun
1975 — 1977
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.