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Robert J. Timms
Wealth Advisor Truist Bank

South Carolina

1831 W Evans St,

Florence, SC 29501-3300

RTimms@Truist.com

Phone 843-413-4260

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About me

Background

I am a Wealth Advisor who helps affluent families and business owners take a comprehensive, strategic approach to financial planning and asset management. I have over 20 years of financial services experience, six of which with Truist. Adhering to an in-depth process that begins with a financial needs analysis, I then partner with specialists in banking, strategic credit, investments, risk management, and trust and estate planning, to develop recommendations that are tailored to my clients’ needs, priorities, and preferences.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree in Business Administration
Presbyterian College 1998 2002

Personal Interests

I am active in a number of organizations, including serving as a board member for the Greater Florence Habitat for Humanity (2014 to present), the current president of the Greater Florence Habitat for Humanity Board (2020), and board member of the Florence Country Club (2020). In my free time, I am an avid golfer and enjoy coaching my two sons’ various sports teams.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Graduate
BB&T Banking School 2019

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