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MEMBER PROFILE

 

Tim Keffer

Windward Financial Advisors of Raymond James

 

Member profile details

Membership level
Maryland Individual
First name
Tim
Last name
Keffer
Title
Associate Vice President, Investments
Company
Windward Financial Advisors of Raymond James
 

CONTACT INFORMATION

City
Annapolis
State
Maryland
 

PROFILE INFORMATION

Call me when
We help closely held family businesses reduce their tax burden.
Why I'm a member of XPX
To develop relationships with professionals that are interested in working together to serve the best interests of our clients.
Profession
  • Insurance
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Cash management
  • Charitable giving
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Philanthropy
  • Real estate
  • Retirement
  • Sell side/Divestiture
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
AAMS®, CFP®
In Business Since
2014
How to contact
Feel free to call me at (410) 453-5777
Business Focus
Financial Planning for business owners in transition
Client Results
We help closely held family businesses reduce their tax burden
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