Timothy  Clark

Timothy Clark

| MBA

Greystone Wealth Advisors LLC

Fee Only Financial Planner Located in Westchester County and New York City Metropolitan area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

330 Madison Avenue
New York, NY 10017

100 South Bedford Rd
Suite 340
Mount Kisco, NY 10549

Timothy Clark is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Timothy Clark is the Founder and Chief Investment Officer of Greystone Wealth Advisors.  He, along with his business partner, Thomas Ausfahl, CFP, seeks to provide unbiased, low cost financial advisory solutions for its clients.

Timothy has of over 25 years of investment experience and is a Registered NAPFA Advisor.  Prior to founding the firm, he served as Executive Vice President, Head of Retirement Services, and member of the Asset Allocation Committee at Allianz Global Advisors (formerly PIMCO Advisors). Prior to Allianz, he was a Partner and Portfolio Manager at The Zweig Organization in New York, NY where he was portfolio manager on several mutual funds with combined assets of over $2 billion. He has a B.A. in Economics from Harvard University (1985) and an M.B.A. in Finance from New York University (1990).

Greystone Wealth Advisors LLC has been Recognized as 2013 Trusted Advisor by National Advisors Trust Company, FSB