Tim Goering joined AMA in 2005, and is in charge of coordinating new relationships with clients seeking guidance and advice relating to investment management, estate and tax planning and multi-generational wealth planning. Prior to joining AMA, Tim worked for SunTrust Banks Inc. as the Wealth Management Sales and Service Manager for the South Florida region. During his tenure, Tim was instrumental in growing trust new business 26% from 2003 to 2004 with over $1 billion in investment management and trust assets. Before joining SunTrust, Tim was a Financial Advisor with Bernstein Investment Research and Management, where he developed new high net worth client relationships. Tim also worked in sales leadership with Johnson & Johnson and attained the rank of Major as an aviator in the U.S. Marine Corps upon graduation from the United States Naval Academy.
If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.