CONNECT

Address:

  • Memphis, TN
  • 949 S. Shady Grove Rd., Suite 300
  • 901.767.5951
  • Franklin, TN
  • 830 Crescent Center Drive, Suite 450
  • 615.778.3233
  • Knoxville, TN
  • 9729 Cogdill Road, Suite 111
  • 865.769.8008
  • Birmingham, AL
  • 1101 22nd St. South
  • 205.933.0871
  • Little Rock, AR
  • 10801 Executive Center Drive, Suite 201
  • 501.224.3677

Phone:

Tim McNamara

Tim McNamara

Financial Advisor, Investment Advisor Representative

Domicile State: TN

Address:

Strategic Financial Partners 

830 Crescent Centre Drive, Suite 450 

Franklin, Tennessee 37067 

 

 

BUSINESS PHILOSOPHY 

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help my clients establish and achieve their goals. I strive to form relationships with my clients built on mutual respect and trust so that I am able to serve them at a high level along their financial path in life.

 

QUALIFICATIONS

  • Registered to offer Securities and Investment products
  • Licensed to provide Life and Health Insurance
  • Licensed to provide Property and Casualty Insurance

 

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Retirement Plans: 403(b) Plans, 401(k) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks, Bonds, Options
  • Employee Benefits

 

PERSONAL AND EDUCATION

Lifetime resident of Nashville, TN.

Hobbies: Mtn. Biking, Hiking, Camping, Golf

St. Henry School

Father Ryan High School

University of Tennessee at Chattanooga

 

ORGANIZATIONS

Member of Financial Management Association, Kappa Sigma Fraternity, Kappa Sigma Alumni Association, St. Henry’s Parish, St. Henry’s Men’s Club

 

Phone 615.435.4121
Fax 615.778.9787
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck