Timothy M. Creech, MSFS

Wealth Advisor

timothy.creech@lpl.com

704.597.0472

10800 Sikes Place, Suite 120, Charlotte, NC 28277

Client Zoom Link

Click below to access Zoom and input your meeting ID number provided by Tim.

join a zoom meeting

About

Blackbridge Financial, a national wealth management and advisory practice with more than 35 advisors in 10 states, was built on the premise of helping clients get from point A to point B on their financial journey. This office, under the direction of Tim Creech, understands the value of having an adaptable financial plan to help you navigate that journey, regardless of how your life circumstance changes. By utilizing enhanced technology to analyze each investment, Tim and his team develop an investment strategy customized to your needs. 

A financial advisor since the 1980s, Tim uses his decades of experience to support you through all of life’s transitions – from starting a new career and establishing a new 401k to losing a spouse and managing inherited assets. Supported by Amy Schulkin, Tim takes a technical approach to investing, researching every aspect of your portfolio and conducting probability analysis to provide advice in your best interest. He uses quarterly meetings to get to know you and your family, establishing a personal connection that allows him to better understand your needs, plans, and goals for the future and adapt your financial strategy as those change. Tim has many multi-generational clients, and he values the relationships that have been cultivated for more than 40 years.

Tim’s mission is to help you understand all the elements of your financial strategy to help you have clarity for your future. He partners with other professionals, like estate planning attorneys and accountants, to provide the necessary resources to strive for your goals. Additional support from Independent Advisor Alliance and LPL Financial means we have access to countless investment options, no proprietary products, and multiple custodian options to deliver consistent and strategic financial advice.

Tim wakes up each morning passionate about the role he plays in his clients’ lives and, in his words, wants to “lift clients up from where they are.” 

LPL Accountview Login

Click below to access LPL's Accountview login page.

login

Text Through

login

login

Contact Timothy via text message at 980.228.9515.

Bio

“Intelligent Planning and Risk Management. We partner with you not only to pursue your dreams, but also to plan ahead for those you love. We listen and we get it.” - Timothy M. Creech, MSFS

Financial success is most often a matter of patterned behavior over time. With more than four decades of industry experience, Tim has found that intelligent planning coupled with risk management is beneficial for his clients. He specializes in portfolio risk management and has expertise in managing wealth over a client’s lifetime. Tim has demonstrated advanced knowledge in several key investment areas and recently completed a Master of Science in Financial Services degree (MSFS).

Personalized service is of the utmost importance to Tim. Clients can expect quarterly meetings, a probability analysis of goals and investments, and detailed meeting notes. He uses a methodical process to help clients move toward their individual goals. Tim is proud to have served several of his clients for the past 42 years.

Tim began his career as a financial advisor in 1977 with Penn Mutual. In 2002, he affiliated with National Planning Corporation which was acquired by LPL Financial in 2017. Resources at LPL Financial, including strategists, investments models, and a responsive research department, have allowed Tim to expand the possibilities for his clients.

Tim is a native North Carolinian who enjoys a variety of interesting hobbies. He is a member of the Myers Park United Methodist Church and resides in Charlotte, NC, with his wife, Gladys Ann.

704.907.3200

Education

Greensboro college, bachelor of arts in education

The iNSTITUTE FOR BUSINESS AND FINANCE, MASTER OF SCIENCE IN FINANCIAL SERVICES

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

MSFS
Series 7
Series 63
Series 66
Securities Registration States:
Insurance Registration States:

MSFS
Master of Science in Financial Services
The Institute for Business and Finance


Series 7:
General Securities Representative
Held with LPL Financial

Series 63:
Uniform Securities State Agent
Held with LPL Financial

Series 66:
Uniform Combined State Agent
Held with LPL Financial & IAA

Securities Registration States:
CA, CO, DE, FL, GA, IL, MI, MS, NC, NE, NJ, PA, SC, TX, VA, WI

Insurance Registration States:
CA, FL, GA, IL, MI, NC, NY, PA, SC, KY, OH, WI, TX, VA

Master of Science in Financial Services
General Securities Representative
Uniform Securities State Agent
Uniform Combined State Agent
CA, CO, DE, FL, GA, IL, MI, MS, NC, NE, NJ, PA, SC, TX, VA, WI
CA, FL, GA, IL, MI, NC, NY, PA, SC, KY, OH, WI, TX, VA

The Institute for Business and Finance
Held with LPL Financial
Held with LPL Financial
Held with LPL Financial & IAA


check my background with finra

LPL Weekly Commentary

Check out LPL's weekly updates detailing the latest news and updates about the market.

Award-Winning Asset Management

Innovative Technology

Our branch of Blackbridge Financial utilizes LPL's Model Wealth Portfolios (MWP). MWP won Money Management Institute/Barron's 2022 Industry Award for Wealth Management Platform of the Year. We're proud to partner with LPL and offer best-in-class portfolio solutions to our clients. 

Our business is proud to be committed to technology innovations in products, services and platforms with the help of LPL Financial.  

learn more

learn more

Trending Market Tickers

2023/2024 Tax Season Guide

learn more

Stay up to date on the market's performance with this list from Yahoo Finance.

RMD Planner

calculate

This calculator is designed to assist IRA owners in calculating their required minimum distributions (RMDs) from an IRA.


The Stock Market is Not Highly Correlated to Economic Growth

review the document

learn more

Trust Resources from the Private Trust Company

We partner with Private Trust Company to carry out your wealth management and legacy planning goals at every stage of your life. Learn more about PTC below:



ptc client brochure

ptc fee schedule

Tim's Favorite Teaching Articles

A collection of articles and resources that Tim has handpicked for educational purposes.