Timothy Ressler

Financial Planning Associate at CCR Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Southington, Connecticut, United States, US

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Board of Standards, Inc
    Dec, 2016
    - Nov, 2024

Experience

  • CCR Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Associate
      • Sep 2021 - Present

  • Connecticut Wealth Management, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Financial Advisor
      • Jan 2021 - May 2021

      Providing independent and objective fee based financial planning and investment advisory services. Providing independent and objective fee based financial planning and investment advisory services.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Jun 2017 - Jan 2021

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Oct 2011 - May 2017

      AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d

Education

  • Springfield College
    BA, History and Education
    2005 - 2009

Community

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