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Private Wealth Services & Investment Advisory | Blackbridge Financial | Timothy M. Creech, MSFS
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Timothy M. Creech, MSFS

Blackbridge Financial

Intelligent Planning and Risk Mitigation. 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

Check the background of this investment professional

Phone: (704) 597-0472

Email: tcreech@nullbbridgefin.com

Address:

10800 Sikes Place, Suite 120

Charlotte, NC 28277

 

Staff:

Amy Schulkin, Client Relationship Manager

aschulkin@nullbbridgefin.com

(704) 597-0472

Timothy M. Creech, MSFS

LPL Registered Representative

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 mitigation 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.

Military Service: Attended Officer Candidate School for the U.S. Marine Corp following college; served 4.5-years as a Captain and another 8-years in the Reserves.

 

Hobbies: Backpacking, competitive horse carriage driving, strength training, competitive ballroom dance, amateur radio, Krav Maga, yoga, travel…and more!

 

Greatest Accomplishment: The personal relationships developed with clients, family, and friends.

 

Interesting Fact: Colonel Oliver North was Tim’s ‘night patrolling’ instructor at Quantico, VA.

 

Education: Greensboro College, Bachelor of Arts in Education

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance and LPL Financial

MSFS

Master of Science in Financial Services

Earned at the Institute for Business and Finance, 2010

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

Office of Supervisory Jurisdiction

Independent Advisor Alliance

Headquartered in Charlotte, NC

Disclosure

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Blackbridge Financial is a separate entity from LPL Financial.

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