Tim O'Leary

Wealth Manager

 

Tim began his financial services career in March 1997 as a Shareholder Services Representative for Calvert Group in Bethesda, MD. He quickly progressed his way to become an internal wholesaler, eventually promoted to Regional Vice President in August 2001, covering financial advisors in Calvert’s Mid-West Territory.  In 2004, an opportunity opened up in the Mid-Atlantic area and Tim relocated back to his home state of Pennsylvania.  In 2012, Tim accepted an offer to Join Nuveen Investments as Vice President, Advisor Consultant.  Tim continued to work with Financial Advisors, providing education and Asset Management support to their practices. Early 2021, he joined Bassett, Dawson, and Foy as a Wealth Manager, assisting Brad Foy with his practice.  Tim possesses his Series 7, 65, 63, 6, and SIE certifications. 

Originally from Kennett Square, PA, Tim graduated from Archmere Academy in 1992 and attended Towson University, receiving his Bachelors Degree in Business Administration, with a concentration in Finance and International Business in 1996.

Tim currently resides in West Chester, PA with his wife, Meredith, daughters Carson, currently attending the University of Tennessee, and Kelsey, who will attend Syracuse University in the Fall, and their dog Cali.

In his spare time Tim enjoys golf, outdoor activities, and travel with his family.

Tim is also a Volunteer Firefighter and EMT with Concordville Fire Company.

Raymond James is not affiliated with the above listed organizations.