Timothy Rauwald - UBS Financial Services Inc.
Why pick this one
Timothy Rauwald began financial services work in 1991 and holds CRPS and AIF designations focused on retirement planning and investment advisory.
Best for
- Individuals planning for retirement
- Qualified retirement plan consulting
- Investment advisory services
- Portfolio management
- Clients seeking a Chapel Hill wealth management advisor
Look elsewhere if
- Users seeking services unrelated to wealth management, retirement planning, or investment advisory
Specialties
- retirement plan consulting
- investment advisory services for qualified retirement plans
- retirement planning
- portfolio management
Certifications
- Chartered Retirement Plan Specialist (CRPS)
- Accredited Investment Fiduciary (AIF)
- Senior Portfolio Manager
- Senior Retirement Plan Consultant
What makes them different
- Began working in financial services in 1991
- Founding member of the Cornerstone Group at UBS Financial Services Inc.
- Registered in numerous states, including North Carolina
- Forbes Best-in-State Wealth Advisor from 2019 through 2026
- UBS Wealth Management President’s Council member in 2024, 2025, and 2026
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 317 W. Barbee Chapel Road, Chapel Hill, NC 27517
- Phone
- 9199182351
- Website
- https://advisors.ubs.com/tim.rauwald/?utm_sourc...
- tim.rauwald@ubs.com
Services
- wealth management
- retirement planning
- investment advisory
- retirement plan consulting
- portfolio management