Tim Rooney

About Tim Rooney

I do a comprehensive analysis of individual and corporate goals, and strive to find investments that address their needs. Specialties: Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Education Savings Plans, Asset Allocation Strategies, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Fixed Annuities, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, 529 Plans, Unit Investment Trusts, Long-Term Care Insurance, ETFs, Options, Fixed Income, Life Insurance Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Senior Vice President Investments, Branch Manager - Stifel

   Stifel Financial Corp.

   Jan 2001 — Present

   Oversee the Fort Wayne office and help more than 800 households manage portfolios with over $200 million in total assets.

Education

• Purdue University - Krannert School of Management

  Bachelor of Business Administration (B.B.A.)

  1980 — 1984

• Purdue University

  Bachelor of Science (B.S.), Finance and Financial Management Services

  1980 — 1984