Timothy J. Duggan, is a Financial Advisor, responsible for the execution of goals-based financial planning and business development strategies. Prior to joining Veritas, Tim began his financial career at Merrill Lynch in 2017 where he joined the Roman/Perfetuo Group as a Team Financial Advisor.
Tim graduated from Fairfield University with a Bachelor’s Degree in Finance in 2016 and earned his Masters of Science in Finance Degree from Fairfield University in 2018. During his time at Fairfield, Tim played for the University’s Baseball team. He now resides in Boston, MA.
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach.
