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Martin Boney

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.

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* Forbes Best in State Wealth Advisor:  Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
* Investment News Top Financial Professionals Hot List: The 2024 rating, based on short-term AUM from 1/2022 to 1/2023 and long-term AUM from 2018-2023, was created by USA Today and tabulated by Statistica. It ranks registered investment advisory (RIA) firms on client and peer recommendations and AUM growth. FIRM did/did not pay to participate in the rating process but did pay the licensing fee to market the recognition. This is not an endorsement by the listed entities. https://www.statista.com/page/usa-today-best-financial-advisory-firms-2023