Tim Woodall

Tim Woodall

Wealth Manager, First Republic Investment Management
Newport Beach / Corona Del Mar

Tim Woodall

Wealth Manager, First Republic Investment Management
Newport Beach / Corona Del Mar
  • Wealth Management Experience Since 1999
    Tim Woodall is a Managing Director and Wealth Manager at First Republic Investment Management. Mr. Woodall has been advising families and businesses with wealth management solutions. In doing so, he has developed long-term relationships with clients and focuses specifically on risk management and developing customized client solutions in the areas of tax-aware investment management, liability management, retirement planning and wealth transfer strategies. Mr. Woodall joined First Republic from UBS, where he served individuals and corporate clients primarily in the Southern California area. Mr. Woodall was a portfolio manager at UBS, and prior to joining UBS in 2009, was a Financial Advisor at Merrill Lynch for more than 11 years.
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