Tim Underwood

Financial Advisor

About

With over a decade of experience in the financial industry, my career has been dedicated to helping clients achieve their wealth management goals. At Brett Reid, I leverage my expertise to guide strategies that empower financial freedom. Previously at Transamerica Financial Advisors, I honed skills in financial planning and insurance, ensuring client success. My mission aligns with fostering long-term growth and stability, while my approach integrates innovative solutions tailored to individual needs. I am committed to delivering excellence and contributing to the prosperity of our team and the diverse clients we serve.

Country

United States

City

Kansas City Metropolitan Area

Industry

Management Consulting

Skill

Affordable Housing, Economic Development, Real Estate Economics, Mortgage Lending, Real Estate Development, Banking, Investment Properties, Real Estate, Loans, Location Intelligence, Tax Credits, Commercial Real Estate, Entitlements, Residential Homes, Brokerage, Land Acquisition, Real Estate Transactions, Disposition, FHA, Land Development

Experience

Financial Advisor

Brett Reid Wealth Management

2021-2 - Present · 5 yrs 8 mos

Prairie Village , Kansas

Advisory and insurance services are offered through Brett Reid Group.

P&C Insurance Sales

Brett Reid Group

2020-3 - Present · 6 yrs 7 mos

4200 Somerset Dr. , Prairie Village, KS 66208

Real Estate Sales Agent

KW Key Partners/ BrettReid Team

2019-1 - Present · 7 yrs 9 mos

4200 Somerset Dr., Suite 101,Prairie Village, KS 66208

Board of Directors

First Federal Bank of Kansas City

2006 - 2017-12 · 12 yrs

Kansas City, Missouri Area

Elected to the Board of Directors. Serving for 6 years. Bank is involved in mortgage lending both locally and Internet, real estate lending and consumer banking.