Ted brings over 35 years of experience as a Financial professional in the Financial Industry. He joined Bay Financial Associates in 2021.
Previously, I was the Founder and President of TalMor Capital Management in Boulder, CO, from which I gained extensive experience in the investment management industry. This has enabled me to broaden my value proposition by offering customized financial strategies services. My client base consists of individuals, families and businesses where I'm able to help them develop effective financial blueprints to pursue their goals.
Utilizing a holistic methodology, I am able to develop client relationships and evaluate all facets of their financial landscape. Once the client's goals and needs are determined, we then design a customized financial strategy and program to work toward them. This approach enables me to have long-term relationships centered on mutual trust and communications as we strive to build and retain wealth for clients.
Ted received his degree in Economics from St Lawrence University. He is an LPL Investment Advisor Representative with LPL Financial holding his FINRA Series 3,7,63 and 66 as well as receiving the Designation of Certified Plan Fiduciary Advisor.