Who We Are

In 2020, Tim Martin will celebrate 20 years in financial services. A graduate from the Goizueta Business School at Emory University in Atlanta with a finance degree at the age of 21, he started Tim Martin Wealth Strategies.

Tim realized that clients discovered that the question, “Am I going to be okay financially?” could not be answered from a representative on an 800-line or from a website that doesn’t know you personally. Relationships matter to Tim and he has found that listening is the key to understanding and developing a plan. Always putting the client’s needs first gets the job done right.

Tim is a Fellow with the Life Underwriters Training Council and a member of the National Association of Insurance and Financial Advisors (NAIFA)-Atlanta Chapter. He is currently enrolled in the American College of Financial Services Certified Financial Planner (CFP®) program allowing him to keep up with current industry trends and tax-laws.

Series 7, 6, 66, 63, and 24 FINRA securities licenses.

Life, Accident, Sickness Licensed in multiple states.

Georgia Variable Products licensed.

Professional accomplishments of note:

• Rookie of the Year Award for NYLIFE Securities, 2001

• Million Dollar Round Table (MDRT)* Lifetime Member

• 2011 AAC Triple Crown Award

• NAIFA Atlanta Chapter Top Advisor Under 40, 2011-18

• Chairman’s Council Agent, NYLIFE Securities

• 2014 Leadership DeKalb Class

• 2013 MS Society-Atlanta Chapter Leadership Class

• Candidate for Decatur, GA City Commission, District 1, 2017

• National community impact grant recipient ($25k) from the NYL Foundation benefiting the DeKalb Library Foundation, 2019

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.