Timothy D. Rheaume, CFA, CFP®
Financial Advisor
Tim is a CFA® charterholder and CFP® practitioner who grew up in New Hampshire.
Tim enjoys working with clients to map out their long-term financial plan and build a customized investment portfolio that will help them reach their unique goals.
Tim joined Grimes & Company in 2021 with 13 years of asset management experience. He holds the Chartered Financial Analyst® (CFA) and Certified Financial Planner™ (CFP®) designations and is a 2008 graduate of the University of New Hampshire where he studied finance and economics. Tim began his career in financial services with Cambridge Associates in Boston before joining Natixis Investment Managers as an investment analyst and relationship manager. During his time with Natixis, Tim worked with RIA’s and institutional investors across the country on complex risk management techniques and how to implement active investment management strategies into client portfolios.
Tim and his wife, Erin, have two young children and reside in Cumberland, RI. He enjoys spending time with his family and running his kids around to their various activities as well as bringing them on trips to the beautiful state of New Hampshire, where he grew up.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.