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.
At Veritas, we are committed to supporting local foundations with a mission that is meaningful and important. The Matt Brown Foundation raises awareness and funds for individuals battling paralysis in the forms of handicap accessible vehicles, bathroom renovations, modifications to the home, and equipment for the individual.
Tim Duggan and Matt grew up together in Norwood, MA. Matt suffered a spinal cord injury in a high school hockey game, but has persevered. Matt founder of the MBF, has written a book, delivers motivational speeches to schools, and participated in his 10th Boston Marathon this April.
Matt continues to inspire many through his work and service to the paralysis community. We are proud to support this wonderful foundation through their flagship golf event and Boston Marathon fundraising.
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.
