Timothy Deygoo, CFP®
Timothy Deygoo is a Private Advisor and Senior Vice President at Liberty Wealth Partners within the Rockefeller Global Family Office. Prior to Rockefeller, Timothy was a Wealth Manager with First Republic from 2017 through 2023 after nine years with Merrill Lynch Wealth Management as a Senior Financial Advisor. Timothy and his team have built a unique infrastructure of financial planners, portfolio managers, investment specialists and client service associates. Timothy provides high-net worth families, entrepreneurs and their businesses with comprehensive financial planning, allowing clients to more clearly understand, execute and obtain their future goals. More specifically, his services include portfolio management, tax minimization strategies, retirement analysis, trust and estate planning, as well as corporate, solo and nonprofit retirement plans.
Active in his community, Timothy and his team often collaborate with New York Cares to help various communities in need.
Timothy is a CERTIFIED FINANCIAL PLANNER™ professional.
Timothy is a graduate of New York University’s Stern School of Business where he obtained his degree in Finance and Organizational Behavior with a specialization in Entrepreneurship. Timothy has 17 years of Wealth Management Experience.
*Industry Accolades:
Top Next-Gen Wealth Advisors Best-In-State
Forbes, 2019
America’s Top Wealth Management Team High Net Worth
Forbes, 2022
Best-in-State Wealth Management Teams
Forbes, 2023
The Forbes Top Next-Gen Wealth Advisors Best-In-State rankings discussed above were designated in 2019 and last for a period of one year until new rankings are released.
The Forbes America’s Top Wealth Management Team High Net Worth rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.
The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.