As we turn the calendars to 2025, we are excited to announce that financial advisor, Tim Fitzgerald, CFP®, CLU®, ChFC®, has joined Harvest Point® Wealth Management as a Partner and LPL Financial Advisor.
Fitzgerald brings with him over 25 years of experience in the industry. I have personally had the privilege of working alongside Fitzgerald for several years during our Waddell & Reed days. I am confident that he will fit in perfectly with our robust team of professionals and our client-first culture.
Please join me in welcoming Tim Fitzgerald, CFP®, CLU®, ChFC®, to Harvest Point® Wealth Management. We consider our new partnership to be another opportunity to expand and enhance our available service offerings. We are always striving to uncover new and better ways to serve you.
Learn more about Tim by checking out his profile linked here.
Thank you for the continued trust that you have placed in us as we help oversee your finances. We do not take that lightly. It is truly a privilege to serve you.
All the best to you and your family in 2025!