Proactive Wealth Manager
A national financial services company that serves high net worth and institutional clients. It is fully-capitalized by institutional investors and senior financial services executives who have no interest or involvement with its product selection or research, which eliminates conflicts of interest.
Tim is the Managing Director and Partner at HighTower. Tim brings more than 26 years of experience in the financial services industry to his wealth management clients at Scannell Wealth Management. Tim received his BS in Accounting from the University of Illinois. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, and a Registered Representative. He holds Series 7,24,53,63 and Series 65 FINRA securities registrations. Tim and his team joined HighTower in October, 2008. The Scannell Wealth Management team consists of Wes Barnes, CFP, John Lauer, CPA, MST, Jonathan Zimmerman, JD and Hannah Brunette, Marketing Manager, who all play an integral role in providing the best solutions for their clients. Together they deliver proactive, objective advice, plans and solutions enabling their clients to reach their unique family goals. Scannell Wealth Management’s client services specialties include corporate cash management, budgeting, comprehensive wealth planning, generational wealth preservation and income tax planning. We choose to be unbiased fiduciaries for our clients – we place our clients’ interests first and proactively provide objective, transparent and comprehensive advice and solutions. Our partnership with HighTower, an advisor-owned and client-centered independent advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication. Specialties: Personal and Business Tax Planning, Estate Planning, Comprehensive Wealth Management, Investment Management, Charitable Gift Planning, and Comprehensive Risk Management.
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