Timothy Mol, CFP®
LPL Financial Advisor
Tim Mol brings 19 years of industry experience to Affinity Investment Services. Tim began his career in the financial services industry with Wachovia in 2004. Before joining LPL in 2023, he worked at Merrill Lynch Wealth Management and Raymond James, helping clients navigate the financial aspect of their lives.
He is a CERTIFIED FINANCIAL PLANNER™ certificant, a certification awarded by the Certified Financial Planner Board of Standards, Inc. Tim provides his clients with customized financial advice and maintains a disciplined-service orientated approach in designing the right strategies to fit the needs of his clients.
His approach to wealth management is consultative, personalized and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations designed to accurately reflect each client’s income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic endeavors.
Tim prides himself on his integrity, which allows him to build a strong and long-lasting relationship with each of his clients. He graduated from Montclair State University with a B.A. in Finance and Marketing. He is a member of the Golden Key National Honor Society. He resides in Morris County, NJ with his wife and their three children.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Investment Services, and may also be employees of Affinity Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:
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