What is Tim Courtney email address?

Tim Courtney's primary email address is *********@exencialwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tim Courtney work for?

Tim Courtney is a Chief Investment Officer at Exencial Wealth Advisors, a company specializing in Functions related to depository banking.

Where Tim Courtney graduated from?

Tim Courtney holds a degree in Marketing/Management from Oklahoma State University.

How can I directly contact Tim Courtney?

To contact Tim Courtney directly, you can use the email address *********@exencialwealth.com. Complete contact information is available upon registration with Muraena.

Who is Tim Courtney?

Tim Courtney is a seasoned financial professional with over two decades of experience in the investment sector. Currently serving as the Chief Investment Officer at Exencial Wealth Advisors, he specializes in alternative investments and wealth management. His extensive background includes a pivotal role at Fidelity Investments as a Retirement Plan Liaison. Tim's expertise spans asset allocation, financial planning, and portfolio management, making him a valuable asset in the financial advisory landscape. He holds a Bachelor of Business Administration from Oklahoma State University, with a focus on Marketing and Management. Tim's commitment to client success and strategic investment solutions sets him apart in a competitive industry. He is based in Edmond, Oklahoma, and continues to shape the future of financial advisory services.