Tim Chesser, CFP®

I support Bay Financial Associates and their various Advisors as a member of the back office LPL Paraplanning Services team. I help elevate their financial planning practices through strategic guidance, customized strategies, and ongoing education. With a background financial planning, advisory roles, and client services at firms such as Williams Asset Management and Morgan Stanley, I bring a wealth of experience in investment strategies, retirement planning, and holistic financial advising.

I hold a CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, Series 66, and Series 7 licenses, ensuring that I provide well-rounded and compliant financial guidance. My approach is rooted in a deep commitment to helping advisors serve their clients effectively, leveraging my expertise to enhance their business growth and client engagement.

Beyond my professional life, I am deeply involved in my faith community at Church of the Nativity in Timonium, MD, Where I have played piano for religious services, including Masses, weddings, and funerals, since I was 15 years old. I also lead a young adult small group, fostering faith-based discussion and personal growth.
Outside of work and my church, I enjoy spending time with family and friends, my girlfriend, and staying active through exercise. Whether its lifting weights, cycling, or simply enjoying good company, I strive to maintain a balanced and fulfilling life.

I look forward to connecting with Bay Financial Associates’ Advisors to improve their financial planning approach.