We believe Tim's experience and background combined with the long financial planning heritage of Waddell & Reed offer you a unique opportunity.
Tim White began his career in financial services in 1990 and has helped individuals, businesses and foundations formulate financial goals and develop strategies for nearly 30 years. He lives in Omaha, has three grown children. He enjoys attempting to golf and the collector car hobby.
His practice has developed with a strong emphasis on a few principles. He believes in diversification, asset class allocation, and a clear understanding of one's tolerance for risk. Most importantly, Tim's ultimate goal is for each of his client's to be able to explain the logic behind every investment they own. This approach requires a wide array of financial planning resources, which makes Waddell & Reed such a great fit.
Together with rest of the team at The Navist Group, Tim is dedicated to developing lasting relationships with all our clients. We believe strongly in helping you assess your financial goals, and helping you participate in the management of your finances.