Tim Keffer
Windward Financial Advisors with LPL Financial
Annapolis, Maryland
About
Company name
Business title
Senior Vice President, Investment Management
Contact
How to contact
Feel free to call me at (443) 333-4131
Professional Profile
Call Me When
We help closely held family businesses reduce their tax burden.
Professions
Insurance
M&A Intermediary
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Capital markets
Cash management
Charitable giving
Entrepreneurship
Estate planning
Family business
Fiduciary
Finance
Investments
Lending
Philanthropy
Real estate
Retirement
Sell side/Divestiture
Transaction advisory
Exit/Transition Planning
Business Focus
Financial Planning for business owners in transition
Professional Certification
AAMS®, CFP®
Client Industries
Business Services
Computer/Electronics
Consumer Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
We help closely held family businesses reduce their tax burden
Chapter information
Membership
Maryland Individual
Member since
Member for 7 years
Chapter Leadership Role
Programming Chair
Why I'm a Member of XPX
To develop relationships with professionals that are interested in working together to serve the best interests of our clients.
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