Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Timothy Akers

Midlothian

Summary

Certified Financial Planner™ with a proven track record of delivering sophisticated, goals-based wealth management to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Recognized for building deep, trust-based client relationships and delivering tailored, multi-disciplinary advice with discretion, clarity, and integrity. Adept at collaborating with legal, tax, and investment professionals to drive holistic, long-term outcomes for affluent individuals and families. Known for executive presence, strategic thinking, and an unwavering fiduciary commitment.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Wealth Planner

Cadent Capital
05.2023 - Current


  • Serve as the lead advisor for a book of approximately $135 million in assets under management across 50 high-net-worth (HNW) and ultra-high-net-worth (UHNW) households.
  • Deliver comprehensive, customized financial planning, including investment management, tax strategy, risk management, estate planning, and retirement income modeling.
  • Conduct in-depth annual reviews with clients to ensure alignment with evolving goals, market conditions, and regulatory environments.
  • Collaborate with internal specialists and external professionals (e.g., CPAs, estate attorneys, insurance advisors) to coordinate and implement holistic wealth strategies.
  • Maintain strong client relationships through proactive communication, detailed planning, and fiduciary-level care, contributing to high client retention and satisfaction.
  • Conducting annual and quarterly reviews with clients.

Financial Advisor

RFG Wealth Advisory
09.2022 - 03.2023
  • Related Skills: Financial Planning, wealth management, interpersonal skills, collaboration, business development.
  • Daily meetings with clients to cover portfolio performance, uncover financial planning needs, and present financial plans for seasonal topics.
  • Head of the Financial Planning department. This includes developing and presenting all financial plans for existing and new clients.
  • Head of Investment Management department. Hold weekly meetings covering the performance of our different portfolios, market changes, and making suggestions for changes if needed.

Workplace Planning Consultant

Fidelity Investments
06.2016 - 09.2022
  • Related Skills: Communication, retirement planning, plan presentation, creating investment strategies, providing guidance and investment advice.
  • Client facing role working closely with participants offering retirement planning, guidance, and investment advice within their workplace plans.
  • Uncovering further retirement and financial planning needs partnering participants with Financial Consultants for holistic planning.

Defined Contribution Investment Only

Fidelity Investments
01.2017 - 01.2021
  • Related Skills: Communication, project management, relationship management, presentation, business development
  • Present workplace plan offerings and investment options to participants.
  • Client facing role working closely with plan sponsors and outside recordkeepers to implement new plans.
  • Working closely with account executives and trustees during the onboarding process.

Institutional Securities Operations

Fidelity Investments
01.2016 - 01.2017

Education

Certified Financial Planner Certification Program -

Louisiana State University
01.2020

Master of Organizational Leadership - undefined

Columbia Southern University
01.2019

Bachelor of Science in University Studies - undefined

University of Texas at Arlington
01.2016

Skills

  • Strategic Thinking
  • Analytical Problem Solving
  • High Attention to Detail
  • Emotional Intelligence
  • Relationship Management
  • Integrity
  • Adaptability

Certification

  • CERTIFIED FINANCIAL PLANNER
  • Series 7, 63

Timeline

Wealth Planner

Cadent Capital
05.2023 - Current

Financial Advisor

RFG Wealth Advisory
09.2022 - 03.2023

Defined Contribution Investment Only

Fidelity Investments
01.2017 - 01.2021

Workplace Planning Consultant

Fidelity Investments
06.2016 - 09.2022

Institutional Securities Operations

Fidelity Investments
01.2016 - 01.2017

Master of Organizational Leadership - undefined

Columbia Southern University

Bachelor of Science in University Studies - undefined

University of Texas at Arlington

Certified Financial Planner Certification Program -

Louisiana State University

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