Tim Banks

Financial Advisor

Tim Banks brings more than 22 years of financial services experience to his clients, which he uses to help instill a sense of confidence – educating them on the markets so they can make well-informed decisions about their wealth and their portfolios.

In 1988, Tim joined First Investors Corp., where he spent eight years developing a comprehensive understanding of the mutual fund universe. Sensing that he could offer clients a broader depth of services and investment options, he opened his own office in 1996 where, for the next seven years, he continued to hone his professional knowledge. Then, in 2003, he joined McKeever & Associates because of the firm's client-centered philosophy and reputation for ethical and objective service.

Today, Tim works with clients who are largely in the accumulation phase of their financial lives, specializing in IRAs and retirement planning. One aspect of his job that he finds the most rewarding is watching clients achieve goals he helped them set, and then move on to the next chapters in their lives, such as saving to fund a child's education or beginning to take distributions from retirement accounts. Regardless of where his clients are in their journeys, Tim works hard to foster productive relationships to more effectively help them preserve and enhance their lifestyles and enjoy retirement.

Raymond James is not affiliated with any of the organizations listed above.