Tim Furbush
Financial Advisor at Edward Jones | Serving long term investors | Providing tailored financial solutions and risk assessment | Understanding what’s important to you and helping you to achieve it
- Role
- Financial Advisor at Edward Jones Us
- Location
- Worcester County, MA, US
- LinkedIn followers
- 500 followers
About Tim Furbush
I offer honest, straight-forward advice to those I serve. That starts by understanding what is most important to you. Once I understand your objectives, we work together to evaluate your tolerance for risk and your existing progress toward your goals. With that, we will develop a cost-effective strategy to help you make your financial goals a reality and partner together to keep you on track.I believe the Edward Jones philosophy of building meaningful relationships and investing in high-quality, diverse, long-term holdings is as important today as it has ever been.Prior to becoming a financial advisor for Edward Jones, I was a Vice President and Senior Portfolio Manager at State Street Global Advisors. I have more than twenty years of financial industry experience across a variety of roles including investment management, research, client engagement. I earned a bachelor\'s degree in communication from Stonehill College and a master\'s degree in finance from Suffolk University. Recognized professionally for combination of Chartered Financial Analyst® (CFA®) and Chartered Market Technician (CMT) designations. I\'m a member of the Boston Securities Analyst Society, the Market Technicians Association and the CFA Institute. Outside the office, my focus is my family. My wife, Michelle, and I live in Westborough MA with our two children. We love traveling, cooking, working out and supporting our local youth sports instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Oct 2023 — Present · Worcester, MA, US
Education
Suffolk University
Master of Science, Finance
2003 — 2005
Stonehill College
BA, Communication
1992 — 1996
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