Tim Moran, LUTCF, LACP 

Tim Moran, LUTCF, LACP

Financial Advisor-Partner

Tim is a native Memphian, an alumni of both Christian Brothers High School and Christian Brothers University.
Community service has always been at the forefront of his endeavors.

Tim has played a pivotal role in shaping the growth and direction of his high school alma mater. Currently, he is on the Board of Trustees at Christian Brothers High School and serves as Chairman of the Advancement committee. He has also contributed as a Past President of the Alumni Association at Christian Brothers and other roles at Christian Brothers through the years.

Active membership in the Memphis Association of Insurance & Financial Advisors underscores his dedication to advancing industry standards. Holding roles as Past President of the local chapter and Legislative Chairman, he has played a key role in shaping the trajectory of the organization. Additionally, his contributions extend to the NAIFA TN Insurance and Financial Advisors Political Action Committee (IFAPAC) Board.

Professional development is important as Tim is a graduate of the Life Underwriters Training Council, reflecting his continual commitment for personal growth.

As a member of The Court of the Table in the Million Dollar Round Table, he exemplifies excellence in his profession. His pursuit of knowledge and expertise is evident through his graduation with an Executive Certificate in Financial Planning from Christian Brothers University.

Beyond professional accolades, he has served as the Past President of the St. Louis School Men's Club, further demonstrating his commitment to community involvement. These diverse experiences collectively define his dedication to education, finance, and community service, exemplifying a lifelong commitment to making a positive impact.

Tim enjoys working with clients to help them reach their financial goals. He focuses on various aspects of protection and planning for both individuals and businesses.

Some of his areas of concentration are:
Comprehensive planning
Life insurance and disability insurance
Asset Accumulation
College funding
Retirement planning
Business succession planning
Employee benefits & Retirement plans