Tim Fowler

Tim Fowler is a Private Client Portfolio Manager with over 10 years of experience in the financial sector, specializing in high-net-worth client relationships and complex financial solutions. They currently manage a portfolio exceeding $1 billion at Morgan Stanley, following their role as a Financial Consultant at E*TRADE. Tim has demonstrated success in driving revenue, resolving client issues, and optimizing resources through strong cross-functional collaboration. Previously at TD Ameritrade, Tim was recognized as a top performer, consistently exceeding performance metrics. Tim holds a Bachelor of Science in Business Administration with a focus on Finance from the University of Nebraska at Omaha.