Owner, Global Financial Group
Greater Milwaukee Area
- Current
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- Owner at Global Financial Group
- Education
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- University of Wisconsin-Madison
- Recommended
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5 people have recommended Timothy - Connections
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66
connections
- Industry
- Financial Services
- Websites
Timothy Dwyer’s Summary
I am a Financial Advisor and have been practicing for 12 years. I started in the industry with Prudential and now work as an Independant Advisor. Currently, Global Financial Group is building a practice based on trust. We are interested in helping our clients acheive their goals and dreams tthrough a process of relationship building and financial planning. Our main goal is to turn our clients financial dreams into reality.
Timothy Dwyer’s Specialties:
CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant), Risk Tolerence Determination, 401k Plans and 401k rollovers, Educational Planning, Retirement Planning, Portfolio Management, Asset Allocation and Diversification.
Timothy Dwyer’s Experience
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Owner
Global Financial Group
(Partnership; 1-10 employees; Financial Services industry)
June 2005 — Present (4 years 7 months)
Investment Advisor Representative. At Global Financial Group, we bring innovative money management to the table for our clients. By building trust with our clients, we create long lasting relationships.
Timothy Dwyer’s Education
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University of Wisconsin-Madison
Liberal Arts , Political Science , 1985 — 1989
- Activities and Societies:
- Theta Chi - Secretary(1987) and Dance Chairmman(1986)
Additional Information
Timothy Dwyer’s Websites:
Timothy Dwyer’s Groups:
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Theta Chi Fraternity Alumni -
MKELive - Connecting People -
The University of Wisconsin-Madison Alumni Group -
Senior Market Advisor -
The Group - A Milwaukee-Area Networking Group
Timothy Dwyer’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
