Timothy Fazzini

Client Service Representative

Timothy Fazzini

Client Service Representative

Tim Fazzini_Client Service Representative_2

Roles & Responsibilities:

Tim is responsible for handling Account and Policy summaries and updates; assisting clients with account related issues and questions; and providing general account support and assistance to the Wealth Strategies Practice Group.

In addition, Tim provides external sales activity support designed to assist advisors in identifying and cultivating strategic relationships to drive revenue.

CCG Team Member Since: May 2017

Education and Certifications:

  • Michigan State University, Major in Finance, Minor in International Business
  • FINRA Series 7 and 66 Registrations
  • Licensed Life, Accident and Health Insurance Agent

CCG Committee Involvement:

  • Member, CWS Investment Committee
  • Member, CCG HR Leadership Forum Annual Committee

Personal Interests:  In his spare time, Tim enjoys being active, going to Detroit sports games, traveling, playing the guitar and spending time with friends.