Knowledge, experience, leadership And the confidence to pursue your goals

Tim Van Simaeys is passionate about helping people get all they want out of life.

Tim began his career in financial services as a senior in high school in 1987.  Since that time, he has worked for several prominent firms and joined UBS in 2004.  For much of his time at UBS, Tim provided leadership both as a Branch Manager for the firm and as a Financial Advisor for his clients.  In 2018 Tim relinquished his branch management responsibilities to focus exclusively on serving the needs of his clients.

In addition to his work experience, Tim holds a Bachelor of Science in Organizational Management from Spring Arbor University, earned the Accredited Asset Management Specialist designation from the College for Financial Planning, and successfully completed the UBS Wealth Management Executive Education Program.

Tim is proud to support U.S. military veterans by serving as a mentor for American Corporate Partners.  ACP aims to ease the transition from the military to the civilian workforce.  Previously he has served on the associate Board of Directors for the Dayton Art Institute, the Dayton Council on World Affairs, and the Zanesfield Rod & Gun Club; one of the oldest and finest private fly fishing clubs in the United States.  Tim enjoys boating on the great lakes and is passionate about fly fishing, pheasant hunting, fine wine and cooking and loves sharing these passions with his clients and friends.  Tim and his wife Karen live in Waynesville, Ohio and have two adult children.

Accomplishments

  • UBS Leadership & Management Award of Excellence
  • UBS Leadership Council 2011
  • UBS Leadership Council 2012
  • UBS Leadership Council 2018

Education

  • B.S. Organizational Management, Spring Arbor University
  • Accredited Asset Management Specialist, College for Financial Planning
  • Wealth Management Executive Education Program, UBS

Licenses

  • Series 24, General Securities Principal
  • Series 63, Uniform Securities State Agent
  • Series 66, Investment Advisor Representative and Unified Securities State Agent
  • Life Insurance and Variable Contracts Licensed: MI, OH
  • Series 7, General Securities Representative

Personal & Community

  • Mentor - American Corporate Partners
  • Former Associate Board of Directors - Dayton Art Institute
  • Former Board of Directors - Dayton Council on World Affairs
  • Former Board of Directors - Zanesfield Rod & Gun Club

Registered States:

AZ, CA, CO, CT, DE, FL, ID, IL, IN, MI, NC, NM, NV, NY, OH, PA, RI, SC, TN, TX, WV