Timothy S. Vickrey Jr.

I have over 25 years of financial services experience, with a focus on asset management for individuals and small employers.  While I specialize in helping successful and sophisticated people manage their non-qualified assets, I also have a great deal of experience with handling IRA rollovers from employer based plans, and establishing retirement trusts and Simple IRA's for small business owners. 

I allow the business owner to focus on running their business, while I help increase employee moral by personally assisting employees manage their accounts.  In addition, I have a tremendous amount of experience with respect to helping clients invest in hedge funds and private equity investments in their retirement accounts, and I take great pride in the fact that I don't maintain only normal business hours.  If you call on a Saturday from your accountant's office, I pick up the phone. 

I utilize TD Ameritrade as the platform for the individual money management side of my business, and a variety of trading software to assist hedge funds with their complex trading needs in foreign markets.  I currently hold a Series 7, 24, 55, 63, and 66 license, and I graduated Cum Laude from the State University of New York at Albany in 1994, with a BS in Business and a minor in Spanish. 

I live in Newtown, PA with my wife and two sons.

Phone 215-497-9849