Tim J. Moscato, CRPC™

Timothy Moscato is Senior Vice President and Senior Wealth Management Advisor at OpenArc Corporate Advisory, where he serves corporate executives and institutional clients. Prior to joining OpenArc, Tim spent over a decade as a Financial Advisor on Merrill Lynch’s Global Corporate & Institutional Advisory Services (GCIAS) team, where he developed a deep understanding of the complex financial needs of corporate leaders and organizations.

Tim works closely with clients to simplify their financial lives by helping them establish and prioritize goals. He delivers customized strategies that address asset allocation, tax efficiency, cash flow management, liquidity planning, retirement income, and wealth transfer.

A native of Naples, Florida, Tim earned his bachelor’s degree in marketing from Bentley University in Waltham, Massachusetts, where he also played tight end on the football team. He holds the Chartered Retirement Planning CounselorTM (CRPCTM) designation.

Outside of work, Tim is committed to giving back through charitable organizations such as the Boys and Girls Clubs of Atlanta and the Shepherds Center. In the fall, he enjoys spending weekends on the golf course or watching Florida Gator football.