Tim McCarthy

Tim was a manager with Coopers & Lyband before building his own tax practice, Tim McCarthy, CPA.  In 2000 Tim expanded his services to include retirement and financial planning.  In order to play a more active role in his clients’ personal financial future, Tim affiliated himself with LPL Financial as his broker dealer and US Financial Advisors LLC, as his registered investment advisor.  Through LPL Financial, Tim holds a Series 24 Registered Principal, a Series 66 Investment Advisory Representative and a Series 7 Securities Registered Representative registration.  Tim has over thirty years of experience helping clients navigate their tax and financial planning. 

Education and Registrations:

• Personal Financial Planning Specialist (PFS)
• Certified Public Accountant
• MSBA from University of Massachusetts
• FINRA Series 7 and 24 registrations held with LPL Financial
• FINRA Series 66 registration held with both LPL Financial and U.S. Financial Advisors
• Insurance Licensed with the State of Connecticut Insurance Department

Affiliations

• Member of the U.S. Wealth Management Board of Directors
• Member of the American Institute of Certified Public Accountants
• Board Member, Avon Chamber of Commerce