Tim Rooney is a seasoned financial executive with over 36 years of experience in investment planning, portfolio management, and wealth advisory services. Throughout his career, he has helped individuals, families, and businesses navigate the complexities of financial markets with confidence and success. His expertise spans a broad spectrum of financial instruments, including stocks, bonds, ETFs, mutual funds, annuities, and estate planning strategies. A Certified Financial Planner and a highly respected leader in the financial sector, Tim has consistently delivered sound investment strategies tailored to his clients’ unique goals.

For nearly two decades, Tim served as Senior Vice President/Investments and Branch Manager at Stifel Financial Corp., overseeing the Fort Wayne office and managing portfolios exceeding $400 million in assets for over 800 households. His leadership extended beyond portfolio management; he cultivated strong client relationships, mentored advisors, and ensured that his team upheld the highest fiduciary standards. Prior to his tenure at Stifel, Tim held senior positions at Baird and Morgan Stanley Wealth Management, where he played a pivotal role in helping hundreds of households secure their financial futures.

A graduate of Purdue University’s Krannert School of Management, Tim earned dual degrees—a Bachelor of Science in Finance and Financial Management Services and a Bachelor of Business Administration. His academic achievements included membership in the Beta Sigma Honor Society and consistent high honors every semester. His passion for excellence in finance was evident early in his career, setting the foundation for his lifelong dedication to helping others achieve financial stability and growth.

Beyond his professional career, Tim has dedicated himself to serving his community through leadership and philanthropic efforts. Since 2012, he has been an active board member of The Fort Wayne Embassy Theatre and the NE Indiana Riley Society Children’s Hospital. Additionally, as President of the Heron Preserve Home Association, he has played a critical role in fostering a thriving residential community. His commitment to service extends to youth development as well, having coached Catholic Youth Organization (CYO) basketball for 18 years, mentoring and guiding young athletes in teamwork, discipline, and leadership.

Tim’s influence in the financial industry extends beyond individual client relationships. He has been a frequent guest on Fort Wayne’s local television networks, sharing insights on financial markets from 2007 to 2018. His ability to communicate complex financial concepts in an accessible and engaging manner has earned him recognition as a thought leader in investment strategy. Additionally, his book, “Bank on It,” available on Amazon, provides valuable insights into financial planning, reflecting his passion for educating others on wealth management.

Now semi-retired, Tim continues to leverage his extensive knowledge and expertise to advise a select group of individuals and businesses. His ability to build deep, trust-based relationships remains one of his greatest strengths. He is known for his interpersonal skills, effortlessly turning conversations with strangers into lasting connections. His keen ability to listen, analyze financial needs, and provide tailored solutions has set him apart as a trusted advisor throughout his career.

Tim’s approach to financial success is rooted in strategy and adaptability. He stays informed on market trends, frequently tuning in to financial news and analysis to ensure he remains at the forefront of industry developments. His deep understanding of economic shifts and investment opportunities allows him to craft strategies that help clients safeguard and grow their wealth, even in volatile markets.

While his professional accomplishments are extensive, Tim also values personal fulfillment through sports, philanthropy, and family. A former 5K and 10K race participant and dedicated youth basketball coach for 13 successful years, he has a passion for staying active and contributing to his community. An golfer, he continues to embrace an active lifestyle. Most recently, he took on the responsibility of caring for his 90-year-old mother, demonstrating his deep commitment to family and compassion for others.

As Tim looks to the future, he remains open to new opportunities where he can continue making an impact. Whether through board service, consulting, or mentorship, his goal is to share his vast experience and knowledge to benefit organizations and individuals alike. His legacy of integrity, expertise, and unwavering dedication to client success continues to shape the financial industry and the communities he serves.

Character:

Tim Rooney is a dedicated leader with a strong moral compass, balancing professional excellence with a deep commitment to family and community service. His integrity and passion for helping others define his approach to both business and personal endeavors. Throughout his 32-year career as a financial advisor, he maintained an impeccable record, never having a single client complaint or settlement, demonstrating his unwavering ethical standards and commitment to client trust.

Knowledge:

With over 36 years in finance and investment management, Tim’s expertise spans portfolio management, wealth advisory services, and strategic financial planning. His deep industry knowledge, combined with continuous market engagement, positions him as a trusted expert.

Strategic:

Tim’s ability to analyze financial markets and develop tailored investment strategies has helped countless clients achieve financial security. His adaptability and long-term vision ensure that his advice remains relevant and effective in an ever-changing economic landscape.

Communication:

A natural communicator, Tim simplifies complex financial concepts, making them accessible to clients, colleagues, and audiences. His ability to build genuine relationships and foster trust has been a cornerstone of his success in finance and leadership roles.