Meet Tim
Tim is a Sr. Wealth Advisor based in Boston, Massachusetts. He joined Mercer Advisors through the acquisition of O’Brien Wealth Partners where he was Senior Advisor and Partner during his more than nine years with the firm. Tim earned a B.S. degree in business management with a minor in marketing from Saint Michael’s College. He is also a CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent.
Tim’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tim has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
His working style
Tim is organized, thorough, and thoughtful. He is also quick to follow up, able to relate to clients, and likes to ask lots of questions. Tim puts pride into building relationships rooted in trust.
Tim in real life
What keeps you busy outside of work?
I am an avid saltwater fisherman and boat captain. I also love to travel and spend time with my wife Emily, daughter Mae, and hound dog Tilly.
Any words you try to live by?
Ralph Waldo Emerson’s quote “Nothing great was ever achieved without enthusiasm.”
What makes you tick?
I really like helping people, both in and outside of work. I pride myself on being reliable and find great joy when I can make other people comfortable or happy.
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