Private Wealth Advisor
Timothy Aubin has worked in the financial services industry for more than seven years as an advisor with Wells Fargo and most recently a private client advisor at J.P.Morgan Chase & Co. Tim is from Columbus, Georgia, and received a Bachelor’s Degree in Business Marketing in 2002 from Spring Hill College in Alabama, where he also competed on the golf team and was a member of Sigma Chi Fraternity. He moved to New Orleans in November 2005. Tim is a volunteer/mentor at the New Orleans Mission, Rare Trait Hope Fund, and Boys Hope Girls Hope.
A word from Timothy:
“Helping my clients work towards financial freedom throughout retirement is at the heart of why I do what I do. My work revolves around helping my clients pursue their financial goals by staying on track from the moment we start, which begins with a complimentary, holistic, financial review. We make a plan, and my job is to help them stick to it with quarterly, semi-annual, or annual reviews to assess and adjust their long-range plan to pursue those goals. There is no greater professional joy as a financial advisor than to guide a client (and their families) toward financial freedom in retirement.”