Tim Weber has been in practice as a financial advisor since 1988. He is currently affiliated with Thoroughbred Advisors in the White Plains NY office and counts personal and small business planning as well as estate planning strategies amongst his areas of expertise. Using life insurance, disability income insurance, long term care insurance and annuities, Tim prides himself on being able to help his clients identify and focus on their planning priorities and provide elegant strategies to complex financial issues. Tim’s combination of experience, professionalism and access to world class financial products and services is what enables him to provide his clients the financial confidence they so richly deserve amidst the chaos of life.
Tim Weber is a 1988 graduate of Boston College with a bachelor’s degree in Psychology and has earned the Chartered Life Underwriter designation from The American College. He is a Qualifying and Life Member of the Million Dollar Round Table*, an exclusive forum for successful life insurance and financial services professionals committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. He is also a member of the National Association of Insurance and Financial Advisors and a member of the National Life Group’s prestigious Diamond Club*, an elite group of Top Tier producers focused on providing outstanding client service.
Tim lives in Newtown, CT with his wife, Julie. They have three amazing kids, Megan, Max and Adam. In his spare time, Tim enjoys playing golf with close friends and spending time with their two dogs, Cooper and Bentley.
Tim is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. Tim offers securities and is insurance licensed in New York.
*Membership is based on sales criteria
