(Rockwall – November 13, 2012) The Rockwall Area Chamber of Commerce hosted a ribbon cutting ceremony recently welcoming Tim Nichols and Nichols Wealth Management, an independent firm powered by LPL Financial.
Nichols Wealth Management learns the goals of both the business and individual investor to utilize investment and insurance products in order to help clients meet those goals in the most proficient manner possible.
Tim’s experience stems from a wide variety of business sectors including agriculture, education, real estate, banking, insurance and sales. In his 10 years in the investment industry, he has helped his customers plan and pursue their goals in retirement, estate planning, college planning, asset protection (insurance), wealth generation and wealth transfer. Tim has also developed a deep working knowledge of business retirement planning (401k, SEP, SIMPLE, LIRP, etc.) and business transfer strategies.
Tim graduated from Texas A&M University with a Bachelors of Science Degree in Agricultural Science. He was actively involved with the Corps of Cadets and graduated as a Cadet Captain.
Active in the Rockwall Area Chamber of Commerce and surrounding communities, Tim and his wife, Heather, live in Rowlett. They have two children, ages 9 and 6. Placing the highest importance on “Team Nichols,” they make every effort to spend quality time together as a family.
“For the past 4 years now, I had always wanted to live and work in the Rockwall area because I like the people, the business community, the schools, and the draw of the lake,” Tim said.
He explained that he began his career in December 2002 as a Financial Advisor with Edward Jones Investments.
“I was a Limited Partner with the firm and ended my career with them in July 2009 as my community, where I spent many years growing my business, crumbled under the weight of a bankruptcy of one of our largest employers. I decided to move to the Dallas area where I would not have that experience again. I went to work for Chase Investment Services Corporation for a little over three years in Dallas, Wylie, Garland and Rowlett. In August of 2012, with the economy still on shaky ground, I made a decision to go independent through LPL Financial, giving me the opportunity to provide a greater variety of investment choices for my clients. It was then that Nichols Wealth Management was born,” he said.
“When Heather and I made the decision to pursue independency as business owners, we knew that we wanted to grow into the Rockwall community and we moved immediately. In the few months that we have lived here, I am certain that we have found “home”. We look forward to growing our business, growing our community, as well as growing into our community. We thank the communities of both Rockwall and Rowlett for accepting us with such open arms.”
Connect with Tim at 214-706-9160 or email timothy.nichols@lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC.
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