DAVID TIMMS
Merrill Lynch Wealth Management
As a Certified Exit Planning Advisor (CEPA®), David Timms is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=David Timms - CEPA, CRPC, CPWA - Merrill Lynch Wealth Management - Roswell, Georgia, city=Roswell, cepa_since=0, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=david-timms, lname=Timms, designations=[CEPA, CPWA, CRPC], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202020/Timms-David-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JUNE.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394696, cohortium_profile_title=David Timms | Wealth Manager at Merrill Lynch Wealth Management | CEPA™ since 0 | CEPA Connect Member, state=Georgia, hs_was_imported=true, id=2835559062, designations__text_=CEPA, CRPC, CPWA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | David Timms, email=david_timms@ml.com, cohortium_meta_description=Connect with David Timms, a specialized Wealth Manager working with Merrill Lynch Wealth Management based in Georgia. Credentials include: CEPA, CRPC, CPWA., associated_contact_record_id=1326301, website=https://www.ml.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202020/1926_Timms_CEPA-Certificate_2020-JUN-MC.pdf, is_editable=editable, url_slug_2=david-timms, impersonate_user_url=https://exit-planning-institute.org/member-detail/david-timms?impersonation=true, full_name=David Timms, hs_lastmodifieddate=1766024036557, phone=(404) 231-2468, company_name=Merrill Lynch Wealth Management, name=David, hs_object_id=2835559062, associated_resources=0, hs_object_source=IMPORT, postal_code=30075, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.ml.com/ - Phone: (404) 231-2468
- City: Roswell
- State: Georgia
- Postal Code: 30075
- Country: United States
- Designations: CEPA, CRPC, CPWA
- Markets Served:
- Company Name: Merrill Lynch Wealth Management
