Tim Awiszus
Financial Advisor at The Heritage Group | Morgan Stanley Wealth Management
- Role
- Financial Advisor at Morgan Stanley
- Location
- Andover, MA, US
- LinkedIn followers
- 500 followers
About Tim Awiszus
I am a Financial Planning Specialist and Advisor with The Heritage Group, a Wealth Management team in the Coastal New England Market. I help high net worth families and investors across the country plan and navigate all aspects of their finances and investments. These clients include business executives, company founders, and institutional clients.Our team’s main objective is to learn what matters most to families we work with and to understand their overall financial picture and long-and-short-term goals. We do this by having deep and personal conversations on a consistent basis.
Experience
Financial Advisor
Jan 2025 — Present
Education
Florida Gulf Coast University
Bachelor of Science - BS, Finance
2014 — 2018
Skills
- Public Speaking
- Customer Service
- Microsoft Excel
- Microsoft Word
- Social Media
- Marketing
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