Timothy R. Kraus, MBA, CFP®, CFA

Financial Advisor, RJFS
Vice President, Towne Wealth Management

Phone: 757-585-2392
Email: tim.kraus@raymondjames.com
5235 Monticello Avenue
Williamsburg, VA 23188

Tim works with wealthy individuals and families to design relevant financial strategies.  He is a Certified Financial Planner™ practitioner, and a Chartered Financial Analyst, and uses a purposeful and dynamic financial planning process.  As appropriate, Tim likes to coordinate with a client’s CPA and estate attorney, and focuses on building long-term, straightforward relationships.


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
Monarch Bank, Raymond James Financial Services, Inc. 2012 – 2016
SunTrust Investment Services, and SunTrust Bank 2008 – 2012
Merrill Lynch 2007 – 2008
UBS Financial Services 2006 – 2007

Series 7: General Securities Representative
Series 66:
Uniform Combined State Law Examination
Life and Health Insurance

Education

School Name: The College of William & Mary
Degree: Bachelor of Science, Chemistry

School Name: William & Mary - Mason School of Business
Degree: Master of Business Administration

Organizations and Affiliations

Williamsburg Indoor Sports Complex, Youth Soccer Coach
Williamsburg Indoor Sports Complex, Competitive Gymnastics Volunteer
Two Rivers Typhoons, Swim Team Volunteer
Men’s Charity Tennis, Inc., Volunteer and Former Board Member
Kiwanis Club of Colonial Capital, Former Vice President

                

The above organizations/charitable causes are not affiliated with Raymond James.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individual who successfully complete the CFP Board’s initial and ongoing certification requirements. Raymond James does not offer tax or legal advice.  You should discuss any tax or legal matters with the appropriate professional.  The above organizations/charitable causes are not affiliated with Raymond James.