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Timothy B

Series 66

Norwalk, CT

OSAIC

Timothy Beecher is a financial advisor with OSAIC and holds the Series 66 designation. He has been with OSAIC and Sound Trust Wealth Advisors, LLC since 2024. His prior work experience includes roles at Mullen Landscaping & Design LLC and various positions during his academic years at Fairfield University and Cheshire High School. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing to construct portfolios across a range of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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