Tim Conley
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Tim Conley

As a Senior Wealth Advisor for Citi Personal Wealth Management, Tim Conley has over 20 years of experience helping individuals, families, and businesses achieve their long-term financial goals. He works with a client's tax and legal advisors on comprehensive financial planning, retirement planning, estate and legacy planning, alternative Investments, insurance strategies, wealth transfer, and multigenerational family planning.

His approach is rooted in building lasting relationships and delivering thoughtful, tailored strategies designed to preserve and grow wealth across generations.

Most recently, Tim was a Financial Advisor at Morgan Stanley. He began his career in the financial services industry in 2007 with Citi Smith Barney and has continued to serve clients with consistency and dedication.

He has Series 7, 31 and 66 securities licenses, along with Life, Health and Annuities licenses. He studied finance at the University of Alabama.

Outside of his professional life, Tim is a proud father of four and is committed to maintaining a healthy lifestyle.