Timothy WoodallTimothy Woodall
Managing Director
Wealth Advisor

"We share clients’ entrepreneurial spirit and are proud to help them make informed decisions in a timely manner. Whether they’re expanding an enterprise, investing in multiple properties, starting a new venture, or sending kids to college, we help them look at each situation with their overall financial picture in mind. Our team strives to be the most integral and trusted resource for clients who deserve a hands-on advisory team."

About Timothy

Tim Woodall is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

Tim is celebrating 25 years in wealth management and client relationships that span generations and the nation's geography. He is a longtime proponent of tax-aware, risk-managed investing— reminding clients that, "After-tax gains are most important." Tim's reputation for excellence extends to the development of legacy and estate planning strategies, another area that helps differentiate the team's offering.

Before joining J.P. Morgan in 2023, Tim spent eight years at First Republic. Prior to that, he worked at UBS, where he served individuals and corporate clients primarily in Southern California. Tim joined UBS in 2009 after more than 11 years spent at Merrill Lynch.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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