Tim Georgen serves as Vice President for Highland Capital Brokerage. With more than nine years of experience in the financial services industry, Tim specializes in point-of-sale strategies to protect families, minimize taxes, help business owners, and secure legacies.
Prior to joining Highland Capital Brokerage, Tim worked for Saybrus Partners, delivering point-of-sale strategies for Edward Jones clients, and for The Vanguard Group, managing client relationships while delivering retirement product expertise for sales teams and end clients. Tim also previously served as a life wholesaler for Crump Life Insurance, helping train John Hancock, Prudential, and New York Life Advisors deliver insurance strategies to clients, and at MassMutual, providing support for its Retirement Services Sales Operations.
Tim holds Series 6, Series 63, and Life and Health licenses.
Tim resides in Delray Beach, Florida. He enjoys golfing, fishing, skiing, and spending time with his family and friends on the beach.