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Timothy Roach


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Tim joined Morgan Keegan, now Raymond James, in 2009 after building a successful career as a Financial Advisor for 15 years beginning with Morgan Stanley, Dean Witter and Banc of America Investments. Prior to joining Raymond James he was a district sales manager with Ford Motor Company for 8 years before establishing his own consulting business. He is a graduate of Pace University in New York where he earned his Bachelor degree in Business Administration and Marketing. Tim's extensive knowledge of the financial industry allows him to solve complex financial situations. He works diligently to customize a financial plan to complement the specific goals of his clients while providing comprehensive wealth management. He assists individuals, small businesses and large corporations with retirement and tax planning. Tim and his wife Charo reside in Fenton with their 5 children, Amber, Ian, Daniel, Liana & Ryan. 

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  • About
    • Our Team
    • Our Mission
  • Corporate Overstock Donation
    • Donate
  • Non-Profit Membership
  • FAQ