Timothy Winn

Timothy Winn, CFP®

Wealth Advisor

Tim was born and raised in Sutton, Massachusetts. Growing up, he was an avid athlete playing both basketball and baseball, but it’s soccer that has played the most important role in his life. While studying business management at Babson College, Tim became captain and All-American for the men’s soccer team. And it was his soccer coach who introduced him to an acquaintance at The Dover Group in Wellesley – the meeting promptly translated into a job offer.

Tim spent the first four years of his career at The Dover Group learning the nitty-gritties of financial planning and client servicing. In 2014, when Tim was looking to do more investment focused work and deepen his knowledge of the market, he reached out to Chuck Bean.

Tim joined Heritage as a paraplanner helping different wealth management teams be more efficient by running reports and updating client documents. Within a year, Tim was promoted to wealth advisor. In this role, Tim works with Matt Carron to prepare for client review meetings and address client requests and inquiries. He coordinates with clients’ accountants, attorneys and other advisors to ensure that all facets of their finances are well-covered.

Tim is a Certified Financial Planner® and aims to be a wealth manager leading client relationships one day. He continues to stay active in sports, and enjoys spending his free time with family and friends.

HERITAGE RECOGNIZED BY CHARLES SCHWAB WITH 2017 BEST-IN-BUSINESS IMPACT AWARDTM >