Tim Barton

Tim has over 13 years of experience in the financial services industry, dedicated to the field of wealth management. He previously served as an investment strategist for the Wells Fargo Private Bank, Georgia Region. Prior to that, he served as an associate investment strategist at Wachovia Wealth Management.Tim earned a bachelor’s degree in trust and investment management, with a minor in financial planning from Campbell University. He also earned an MBA from the same institution.He holds the designation of Chartered Financial Analyst (CFA) and is an active member of the Atlanta Society of Finance and Investment Professionals. Tim is also an active volunteer for the CFA Institute CFA Program.He is married, has two young children and loves to spend time with his family, especially at his “home away from home” in the North Carolina mountains.Tim is actively involved with the Boy Scouts of America and serves both as a den leader and a pack committee member within his local district.As a senior investment professional in Atlanta, he is responsible for providing consultative investment services to high net worth clients in the areas of investment policy development and strategic asset allocation.