Senior Vice President, Financial Advisor/Branch Manager and Senior Portfolio Manager for The Emerson Team and has spent the past 30 years of his career helping professionals and business owners make informed and confident decisions regarding their finances, including wealth accumulation, retirement income, gifting, distribution, and estate planning. Tim plays an integral role as the team’s Senior Portfolio Manager, focusing the selection, management and allocation of investments for the group’s clients to help preserve values and maximize opportunities for client investment portfolios. He brings considerable experience and knowledge in this area of wealth management, having earned multiple industry designations during his career. As a Chartered Financial Analyst (CFA) charter holder, Tim has demonstrated an in-depth understanding of security analysis, capital markets, diversification methods, risk reduction and investment behavior. Tim also holds the Certified Investment Management Analyst (CIMA®) designation and is well-versed in topics related to asset allocation, behavioral finance, and portfolio manager research, selection and performance analysis. Tim has also earned the Certified Financial Planner™ (CFP®) designation, which has further enhanced his ability to educate and advise clients on comprehensive wealth management matters such as financial planning, risk management, tax planning, retirement and employee benefits, and estate planning. Additionally, as a Chartered Retirement Plan Specialist (CRPS®), Tim helps our business owner clients understand the various benefit plans, such as 401(k)’s, that are available to their workforce and how these plans function for both the business owner, as well as the employee. Tim graduated Magna Cum Laude with a Business Administration degree in Finance with an emphasis on Investments from Nicholls State University and an Masters of Business Administration with Welch Scholar Distinction from the Jack Welch Management Institute. He and his wife, Nicole, volunteer their time in the community. Tim is a member and past president of Kiwanis of Houma and is also a member of the Chamber of Commerce of Terrebonne, South Central Industrial Association, and on the board of United Way.