Timothy Schmoll, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Tim focuses on helping high net worth individuals and families define and meet their goals and objectives, with an expertise in collaborating with professional athletes and young start-up employees
• Joined MAI in 2022, when Intersect Capital merged with MAI
• At Intersect, Tim was an Investment Adviser Representative since 2021 and prior to that was employed by Procapita Partners LLC as a Wealth Advisor

Life Outside of MAI 

• Tim played professional soccer for four years before transitioning into wealth management and still enjoys playing in pickup leagues in New York City

Education

• Harvard University, AB in Economics

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.