Tim Doozan, CFP®Senior Wealth Advisor

: Purcellville, VA: https://www.linkedin.com/in/timdoozan

Tim Doozan is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER® at Keel Point. He has 8 years of industry experience, and has developed a broad range of skills needed to advise and serve both families and institutional entities. Over the span of his career, Tim has developed both a passion and process for working with clients to go “beyond the numbers” and first understand their unique mission, vision, values, and goals before developing the appropriate steps and investment strategies needed to properly align with their objectives.

Prior to joining Keel Point, Tim worked for Northwestern Mutual where he earned numerous professional designations through the American College including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL), and was also a member of the Million Dollar Round Table (MDRT). Tim graduated Summa Cum Laude from Patrick Henry College in Purcellville, Virginia, where he and his wife Lori now enjoy raising their five children. Aside from serving in several community organizations, including the Purcellville Business Association and Tree of Life Ministries, Tim and his wife are also both dedicated to international humanitarian work and have taken several trips to Africa and South America.