Tim Magid, CFP®, CRPC®

Client Relationship Manager, Associate Vice President

Tim Magid is a Client Relationship Manager and Associate Vice President at the Rockefeller Global Family Office. Tim focuses on maintaining a client centric environment and providing the client with exceptional service. He has a unique skillset in that he can bridge the gap between administrative questions and complex planning needs. In his role, Tim oversees clients during the financial planning process, provides investment analysis and presents tailored wealth strategies in a collaborative approach. Tim’s priority is making sure the client’s life is made easier no matter the need. He demonstrates this on a daily basis and always welcomes new challenges.

Prior to joining Rockefeller, Tim had already spent 9 years in the financial services industry. He earned his bachelor’s degree from the University of Central Florida and attained his CERTIFIED FINANCIAL PLANNER™ designation. Tim lives in Maitland, FL with his wife, Chanel and enjoys spending time with his family.