Wealth Management Advisor Financial Planning Retirement Investment Waterworth Wealth Top TexasTim Waterworth, CFP®, AIF®

Independent Wealth Advisor

 

Tim focuses on delivering customized solutions to families, corporate executives and business owners facing complex financial situations. Utilizing an integrated wealth management strategy to address his clients' goals, Tim designs comprehensive plans targeted to the unique needs and circumstances of each individual. Tim's customized financial plans and his dedication to ongoing client education brings simplicity and clarity to resolving financial issues. Periodic review and ongoing monitoring facilitates the implementation of action plan items, enabling clients to focus their time on business and family.

Tim is licensed as a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He holds himself to a fiduciary standard, which means he is obligated to put the best interests of his clients first. This is a personal belief as well as a professional requirement of being a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary professional.

Tim is active in the Northeast Tarrant County community connecting with other professionals and supporting non-profits and youth athletics. Believing in the importance of giving back, Tim has served on boards and has donated his support to local non-profit organization.

Schedule a Meeting with Tim Waterworth 


DESIGNATIONS OF OUR FINANCIAL PROFESSIONALS

CFP® : Certified Financial Planner   AIF® : Accredited Investment Fiduciary  


 

Private Wealth Management Certified Financial Planner Invement Management

Seana Sowell

Sr. Director of Client Services

 

Seana joined our firm in March 2019 as Client Services Administrator, to continue to deliver an outstanding client experience and keep operations running smoothly. Seana has extensive experience in real estate and real estate investments with an affinity for investigating how actuarial analytics and statistics can relate to investment decisions.

Seana brings a customer-first focus and a mastery of today's technology making her uniquely qualified to serve our clients. She actively comes alongside clients to ensure an uncompromised user-friendly experience to get the most out of today's wealth management services.

Seana holds both a Bachelor of Arts degree from Judson University and a Master of Architecture degree from Lawrence Technological University and has earned Exam P & Exam FM credentials from the Society of Actuaries. As an active community liaison, she has served on a variety of professional boards within the City of Fort Worth as an advocate for the proper stewardship of tax dollars for the benefit of city residents.

Schedule a Meeting with Seana Sowell


 

Leisa Waterworth

Director of Client Relations

 

Leisa joined Waterworth Wealth Advisors, LLC as the Director of Client Relations in July of 2021.  Leisa’s natural passion to serve provides our clients with an enriching and personalized experience that is as unique as they are.

Leisa is responsible for client communications and marketing and serves as a central contact for our plan sponsors, business owners and individual investors.  She delivers results-oriented communication strategies that promote financial wellness and retirement readiness.

Leisa has 22 years of experience in the financial services industry working for leading firms Fidelity Investments and Putnam Investments. She has held positions as a Communications Consultant, Sr. Managing Director, and Plan Operations Manager with a primary focus on retirement plan services for large market and Fortune 500 Companies.  She earned a Bachelor of Science degree in Speech from the University of Texas at Austin and holds FINRA Series 7, 6, and 63 licenses.     

Schedule a Meeting with Leisa Waterworth


 

Connect with us over on LinkedIn

Tim Waterworth