Tim Dorothy
Associate Vice President, Wealth Management at Raymond James
- Role
- Associate Vice President, Wealth Management at Raymond James
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Associate Vice President, Wealth Management
Jan 2021 — Present
Education
University of South Alabama Mitchell College of Business
Bachelor of Science (BS)
Skills
- Business Transactions
- Charitable Gift Planning
- Portfolio Management
- Wealth Management
- Iras
- Liquidity Management
- Exit Strategies
- Concentrated Stock Management
- Retirement Planning
- Tax-Advantaged Investment Strategies
- Mergers & Acquisitions
- 401k
- Small Business Retirement Planning
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.