Liam Timmons, MBA, CFP®, CIMA®

President and Founder


About Liam

As the founder of Timmons Wealth Management, Liam is passionate about investing and developing innovative financial planning strategies. Liam focuses on delivering financial peace of mind to clients through his extensive expertise in the areas of investment consulting and research, portfolio management, and financial planning. Liam’s desire to positively impact client lives manifests in the close relationships he forms with clients. Liam prides himself on delivering superior customer service and his accessibility to clients.

Liam is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards and holds the Certified Investment Management Analyst® designation. Liam earned an MBA with a concentration in Asset Management from Boston College’s Carroll Graduate School of Management. Prior to business school, Liam received a BA in Political Science from Boston College. Liam is a passionate lifetime learner and has completed post-graduate work at Boston University’s Financial Planning Program, the Investment Management Theory & Practice Program at Yale School of Management and passed Level 1 of the Chartered Financial Analyst exam. He also holds the Series 65 license for Registered Investment Advisor Representatives.

Before launching Timmons Wealth Management in 2012, Liam spent six years as an analyst at a Massachusetts-based boutique Registered Investment Advisor, where his role entailed equity and multi-asset class mutual fund research, trading, and portfolio management. From 2001-2006, Liam held numerous roles in risk management at Deutsche Asset Management, including work in the Insurance Asset Management Division, Private Wealth Group, and Active Fixed Income and Funds Group. Liam began his financial services career in 2000 with Investors Bank & Trust.

Liam is an active member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investments & Wealth Institute, CFA Institute, and the Boston College Alumni Association. Liam currently serves on the Board of Directors and Finance Committee of the Community Health Systems Foundation (CHS), a non-profit organization focused on positively impacting the health and wellness of the Greater Attleboro community.

Liam and his wife, Lauren, a Registered Nurse at Massachusetts General Hospital, currently reside with their daughters Mackenna and Emma in Attleboro, Massachusetts. In his spare time, Liam is an avid reader and enjoys golfing, fishing, and playing hockey and lacrosse with his daughters.

Maggie Morris

Client service associate


About Maggie

Maggie brings her considerable experience in the fields of corporate finance and investor relations to her role as Client Service Associate at Timmons Wealth Management. Maggie’s passion for finance and customer service is evident in her daily interactions with clients. Maggie helps to oversee critical company operations, including ongoing maintenance of internal data systems, responding to client requests, managing the onboarding process for new clients, preparing quarterly reporting, and assisting with strategic projects.

Maggie joined Timmons Wealth Management in 2017, with over sixteen years of work experience across various corporate finance roles. Most recently, Maggie served as the Director of Investor Relations at publicly traded Sensata Technologies. Before Sensata, Maggie spent eight years at Digitas Inc., initially in financial planning and analysis before being promoted to VP/Associate Director of Investor Relations. Maggie began her career as a financial analyst at Digital Equipment Corporation before transitioning to an operations analyst role at Ceridian Performance Partners.

Maggie holds a Bachelor of Science in Finance from Bentley University.

Maggie lives with her husband, Steve, and three children, Charlie, Emily, and Matthew, in Norfolk, Massachusetts. Maggie and her family are avid skiers, enjoy hiking in New Hampshire, and following Boston sports. She is also heavily involved in her children’s extracurricular activities serving leadership roles in club soccer, ski team, and Girl Scouts.