Tim Whitney, CFP®

Chief Executive Officer

Forbes Best in State Wealth Advisor  – 2021 & 2022 
2024 Investment News Top Financial Professionals Hot List

Tim is a Raleigh native and began his career with Wachovia Securities in 2003. Before opening TradeWinds, he served as a Managing Director and private portfolio manager at Wells Fargo Advisors in Raleigh, NC. He obtained his CFP® in 2011 and received certifications in Family Wealth Advising and Family Business Advising from the FFI Global Education Network, as well as his Blockchain and Digital Assets certification from DACFP. Tim graduated with a degree in International Business from the University of North Carolina Wilmington and studied at Nagoya University in Japan. His vision for TradeWinds is to create a place of financial learning and support for clients as well as exploring technology and innovation. Tim presently serves on the board of directors for Marbles Kids Museum in downtown Raleigh. His past service includes volunteer soccer coaching with NCFC, past board member of WakeMed Foundation, past board member of the Leukemia and Lymphoma Society. 

Tim is married to his college sweetheart, Kate, and has four children: Joe, Ben, Ryan, and Eleanor. His free time is spent with Kate juggling the family schedule of school, sports, extra-curricular activities, pets, and traveling.