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FAMILY ESTATE ADVISORS

Providing sound financial advice for LIFE and LEGACY

At A Glance

Tim Kip, President

Tim Kip founded Family Estate Advisors on a novel idea: assemble a group of successful families with similar values and ask them to help design a financial services firm to specifically address their unmet needs.

Family Estate Advisors is “you-centered”. Clients told us what they want and we responded.

  • Instead of being sold, we take time educate you with facts, ideas and tips.
  • With our support, you can make informed decisions about your financial life.
  • We can provide you with professional advice and long-term relationships.
  • We want to be your trusted advisors. Our goal is to not have conflicts of interest that can arise from proprietary product sales. We are working on your behalf on the problems specific to your situation and don’t offer boilerplate strategies.
  • We have the training, depth, and professional support to address your needs.

Credentials

Series 7 – General Securities Representative*
Series 24 – General Securities Principal*
2-15 – Life, Health, and Variable Annuity License
BSBA Finance from the University of Central Florida

“My clients told me how to build the firm. All I had to do was listen.”

melissaMelissa Garrison , LPL Registered Administrative Assistant

Melissa Garrison came to Family Estate Advisors in November 2015. She has 10 years of experience working in the financial industry. She assists Tim with all administrative work and running the office

Credentials:

Series 6 – Investment Company & Variable Contracts Products Representative*
Series 63 – Uniform Securities Agent State Law*
AAMS© – Accredited Asset Management Specialist
2-15 – Life, Health, and Variable Annuity License
Notary Public Certification, State of Florida
BS Business Management from Oakland City University

*All series registrations held through LPL Financial.

“Having worked for other financial firms, I see the difference that Family Estate Advisors has to offer.”

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