Tim  Hall

Tim Hall

Director of Investment Models / Financial Planner

Tim Hall joined Cedarwood Financial Partners as a founding partner after serving his clients as a financial advisor at Edward Jones for five years. Prior to serving in the wealth management industry, Tim had a successful career in the electrical wholesale industry.

Tim holds a Bachelor of Arts in Business Administration from Campbell University in Buies Creek, North Carolina; he also holds the Accredited Asset Management Specialist Certification from the College of Financial Planning. Tim credits his grandfather, an accountant for more than 60 years, for stressing the importance of planning for the future and having long-term financial plans.

Tim is an avid golfer and pickleball enthusiast.

With clients in Olean, New York, and across the country, Tim believes it’s important to take the time to get to know his clients personally to understand their lives and financial goals.

He helps his clients with a wide variety of financial goals and wealth strategies including retirement planning, college savings, estate planning, and preparing for the unexpected. He wants to serve as a financial partner and resource for his clients to help solve any financial situations that may arise.