our team
Meet Our Most
New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004
Our TeamTim GaulinWealth Advisor - Shelburne Falls, MA
Year joined Wellington Shields:
2022
Current:
Tim works closely with clients to understand their individual financial goals and develop customized investment strategies designed to help them achieve long-term success. His approach combines fundamental research with technical analysis, evaluating companies for financial strength and growth potential while analyzing market trends to identify investment opportunities. Tim emphasizes diversification, disciplined rebalancing, and ongoing portfolio management to help navigate market volatility.
Previous Experience and Career Highlights:
Prior to joining Wellington Shields, Tim founded and operated a successful fitness facility in the Shelburne Falls community, where he continues to build lasting relationships with clients through a personalized approach to service.
Education and Certifications:
- Northeastern University, BS – Engineering
- FINRA Licenses: Series 7, 66
Other Interests and/or Affiliations:
Tim currently serves as Treasurer of The Learning Knoll, a local nonprofit focusing on early education. He enjoys chess, poker, weightlifting, and spending time with his son.
