Tim Urie is a Managing Partner and one of the founders of Orbis Wealth. He has an extensive background in comprehensive wealth management as both a practitioner and as a leader with a particular focus in multi-generational planning. Tim believes that understanding people at their core through curiosity and empathy allows him to help both clients and advisors best. He is known to lead with his heart and to challenge clients and teammates to pursue the excellence that they deserve. He does so by always incorporating a smile and a laugh along the way too.
Prior to launching Orbis Wealth, Tim had 22 years of experience with various financial services organizations including Ameriprise, TD Bank and most recently, TIAA, where he spent 14 years leading teams to success. He is a proud graduate of The College of New Jersey and he is a Certified Financial Planner (CFP®).
In his spare time, Tim loves spending time with his wife Vanessa, his three children and his family dog, Rocky. He enjoys hiking, skiing, golf and the great outdoors.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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