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Tim Stowell, CFP®, AIF®

Tim Stowell, CFP®, AIF®

Glastonbury, CT
Verified Identity

Wealth Advisor at

Atlantic Wealth Advisors

Years of Experience

10 years

Number of Clients

102

Average Client Size

$450,000

Member Since

2023

Allow Me to Introduce Myself

I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now t...

Clientele

Retirees
Teachers
Business Owners
High Net Worth Individuals
Entrepreneurs
New Investors

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Oregon State University

Bachelor of Science Degree

Obtained in 2012

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. This communication is strictly intended for individuals residing in the states of CT, FL, GA, NC, OR, PA, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Atlantic Wealth Advisors 701 Hebron Ave Glastonbury, CT 06033 860-430-6437

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Profile Last Updated: March 4, 2025