Trusted Advisor | Consultant | Author
After 25 years serving as senior pastor of five congregations, 2003 found Tim Owings re-inventing his professional life. After three years as a consultant with churches, Tim joined Smith Barney in 2007 as a Financial Advisor. He earned the CFP® designation in 2011. Fourteen years later, after building a very successful practice with two partners, Tim retired from Morgan Stanley at the end of June 2021. He is currently under contract with Hartford Funds as one of their thought leaders developing practice management materials for financial advisors.
Having worked with men and women, families, and business owners who face personal struggles, Tim offers a unique approach that teaches advisors how best to understand and support their clients. The founder of TL Owings & Associates, LLC, Tim speaks to the current need advisors face as they build connective relational tissue with clients in the age of robo-everything. In 2016, he published Cadence of Care: Imagining a Transformed Advisor-Client Experience. That work led to his speaking to advisors and managers while at Morgan Stanley and was the catalyst for launching his consulting and speaking business.
A native of Miami, Florida, he graduated from Palm Beach Atlantic University and holds the M.Div. and Ph.D. degrees from The Southern Baptist Theological Seminary in Louisville, Kentucky. Proud parents of three adult children and grandparents to five grandchildren, he and his wife make their home in Asheville, NC.
Among Tim’s varied interests are reading widely, writing, supporting and consulting with advisors, and taking in the beautiful Smoky Mountains. A pianist since childhood, you will often find him at the keyboard crafting arrangements of old songs and occasionally composing a new one.
Years ago, when our oldest turned 15 and secured his learner’s permit, my older attorney sister asked me how much umbrella liability coverage Kathie and I had. I responded, “None!” She reminded me that over the course of the next 2 years, our liabilities on the road...
Conflict is a tenured resident in almost every human relationship. I suspect in honest moments, our most challenging conflicts meet us in the corridors of our own individual selves. We wrestle with values, beliefs, morality, prejudices, loves, hates, likes, dislikes,...
There may be no more difficult and demanding family challenge than caring and providing for a special needs child. Over the last 40 years, I have been with couples in the hospital when they first learned their newborn had Down Syndrome or another cognitive disability....
A clarion call to lead with purpose, Cadence of Care offers a wise and practical guide to deepening and enriching client relationships.