Timothy R. Jester, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at Roussel & Associates LLC- Claim this Profile
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Bio
Zachary Carter
It’s rare that you come across someone like Tim. He’s as honest as the day is long and his integrity is strong as stone. I have known Tim for a little over 5 years. In that time I have had the privilege of seeing Tim’s overabundant compassion and care for his clients. Best of all, he truly listens to you when you speak. Timothy Jester is the kind of true friend that everyone needs on their side.
Weston Wax
You want an advisor who is knowledgeable, patient, quick to listen, and that you can trust with... well, all your earthly possessions. Timothy checks all these boxes. He is a unique blend of brilliance and humility. I’ve known him long enough to know that his care for his clients and genuine concern for their well-being emanates from his desire to honor the Lord by serving and loving them well.
Zachary Carter
It’s rare that you come across someone like Tim. He’s as honest as the day is long and his integrity is strong as stone. I have known Tim for a little over 5 years. In that time I have had the privilege of seeing Tim’s overabundant compassion and care for his clients. Best of all, he truly listens to you when you speak. Timothy Jester is the kind of true friend that everyone needs on their side.
Weston Wax
You want an advisor who is knowledgeable, patient, quick to listen, and that you can trust with... well, all your earthly possessions. Timothy checks all these boxes. He is a unique blend of brilliance and humility. I’ve known him long enough to know that his care for his clients and genuine concern for their well-being emanates from his desire to honor the Lord by serving and loving them well.
Zachary Carter
It’s rare that you come across someone like Tim. He’s as honest as the day is long and his integrity is strong as stone. I have known Tim for a little over 5 years. In that time I have had the privilege of seeing Tim’s overabundant compassion and care for his clients. Best of all, he truly listens to you when you speak. Timothy Jester is the kind of true friend that everyone needs on their side.
Weston Wax
You want an advisor who is knowledgeable, patient, quick to listen, and that you can trust with... well, all your earthly possessions. Timothy checks all these boxes. He is a unique blend of brilliance and humility. I’ve known him long enough to know that his care for his clients and genuine concern for their well-being emanates from his desire to honor the Lord by serving and loving them well.
Zachary Carter
It’s rare that you come across someone like Tim. He’s as honest as the day is long and his integrity is strong as stone. I have known Tim for a little over 5 years. In that time I have had the privilege of seeing Tim’s overabundant compassion and care for his clients. Best of all, he truly listens to you when you speak. Timothy Jester is the kind of true friend that everyone needs on their side.
Weston Wax
You want an advisor who is knowledgeable, patient, quick to listen, and that you can trust with... well, all your earthly possessions. Timothy checks all these boxes. He is a unique blend of brilliance and humility. I’ve known him long enough to know that his care for his clients and genuine concern for their well-being emanates from his desire to honor the Lord by serving and loving them well.
Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardNov, 2020- Oct, 2024 -
Series 66 Securities License
FINRA (Financial Industry Regulatory Authority) -
Series 7 Securities License
FINRA (Financial Industry Regulatory Authority)
Experience
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Roussel & Associates LLC
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United States
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Financial Services
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1 - 100 Employee
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CERTIFIED FINANCIAL PLANNER™ Professional
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Nov 2020 - Present
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Financial Advisor & Wealth Manager
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Jul 2019 - Nov 2020
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Peachtree Planning
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United States
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Nov 2015 - Jul 2019
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Unum
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United States
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Insurance
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700 & Above Employee
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Sales Representative and Implementation Manager
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Jan 2011 - Nov 2015
Managed all home office aspects of every new sale and re-enrollment event for Unum's highest volume field offices including Atlanta, Charlotte and Nashville before accepting a sales role in Unum's Nashville sales office. Sales responsibilities included leading a 7 member sales and client management team to increase product distribution and deliver profitable growth while offering customer satisfaction that consistently exceeded customer expectations. Was independently responsible for initiating and cultivating relationships with brokers, account managers and their customers while assisting with design, pricing, implementation, communication, enrollment, servicing and renewing of employee benefit plans while on deadline for all size customers. Show less
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Capital Financial Group, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Representative
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Aug 2008 - Dec 2010
Assisted high net worth clients in building financial plans by designing investment and insurance strategies to meet their unique long-term personal and business goals. Utilized knowledge gained in the insurance industry to integrate appropriate insurance products into financial plans. Moved to Capital Financial Group to build a balanced practice by implementing both insurance and investment solutions. Assisted high net worth clients in building financial plans by designing investment and insurance strategies to meet their unique long-term personal and business goals. Utilized knowledge gained in the insurance industry to integrate appropriate insurance products into financial plans. Moved to Capital Financial Group to build a balanced practice by implementing both insurance and investment solutions.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Oct 2005 - Aug 2008
Aided clients in increasing peace of mind by helping them build insurance portfolios to meet their individual, family and business needs in the areas of life, health, disability and long term care. Gained in depth knowledge of life, health, disability and long-term care products. Aided clients in increasing peace of mind by helping them build insurance portfolios to meet their individual, family and business needs in the areas of life, health, disability and long term care. Gained in depth knowledge of life, health, disability and long-term care products.
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Education
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2019 - 2020
Belmont University - Jack C. Massey Graduate School of Business
Certificate in Financial Planning -
2000 - 2005
Southern Adventist University
Bachelor of Arts (B.A.), Journalism
Community
