Timothy MicKey (Tim) received a BS degree in finance from the University of Baltimore Merrick School of Business. In his early years, he worked with various investment institutions in Virginia, learning the trade and progressing up the ranks. In 1998, Tim joined Merrill Lynch, where he met Joe Perry. During his 10 years with the company he achieved nationwide recognition and rose to the position of Vice President. But as time passed, Tim became increasingly disenchanted with working for a large, institutional Wall Street firm. With the vision of offering independent and comprehensive solutions to clients, he started his own firm, Monument Wealth Management, in 2008. As co-founder, Tim focused on asset management for the firm, managing multiple all-equity portfolios and making investment decisions for alternative investments, including mutual funds, non-traded REITs, structured products and business development corporations.
Throughout his career, Tim has hired and trained more than 100 financial advisors. Disciplined and tenacious, he cares deeply about working toward the success of his clients. Tim is a CERTIFIED FINANCIAL PLANNER ™ Professional (CFP®), has Series 24 registration and carries licenses in life, health, and variable annuities. He also holds both the Accredited Investment Fiduciary® and the Certified Wealth Strategist® designations. Widely recognized as an industry leader, his opinions have appeared in Forbes.com, SmartMoney, Research magazine, SNL Financial, REITS.com, and Structured Products magazine. He was a recurring contributor to U.S. News and World Report’s monthly blog “The Smarter Investor.” He has also been invited to speak at a number of industry conferences and symposiums. He lives in Alexandria, Virginia, with his wife, Lisa, and their three children.
Tim is dually registered with Osaic, a registered Broker/Dealer and Aviso Wealth Management, an independent registered investment advisor.