Timothy Davis

Co-Founder and Vice President

Tim  Davis, Investment Adviser Representative


Tim earned his Bachelor's Degree in Political Science with a concentration in Economics from Columbia University. He has built a successful practice assisting investors with their income strategies. He provides business owners guidance in planning for retirement and managing their overall wealth and estates by evaluating their pre- and post-retirement goals.


Tim adheres to Albert Einstein's wisdom, “Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it”. His passion and ability to educate others about investment products and strategies earned him confidence among his clients and respect among his colleagues.  


Tim enjoys spending his limited free-time reading, watching television, and engaging in a chess match with friends.

Phone 973-548-8064
Fax 844-348-1881