Tim McGrath
Anna, IL *****
***********@*****.***
Authorized to work in the US for any employer
Work Experience
Senior Wealth Advisor
Vanderbilt Financial Group - Anna, IL
April 2022 to Present
Assist clients with wealth strategies and planning. Trade securities and insurance products. Series 7, 66 and insurance licensed.
Financial Advisor
Edward Jones - Anna, IL
December 2007 to April 2022
Provide financial advice and counseling to investors. Social Worker
Federal Bureau of Prisons - Marion, IL
January 2006 to December 2007
Work as social worker in federal prison sex offender management program. Provide individual and group therapy.
Psychosocial Rehabilitation Coordinator
Data Center Inc - Cairo, IL
April 2003 to January 2006
Supervised day treatment program for individuals. Provided individual and group therapy. Assisted with intakes, crisis emergencies, billing and assisted with outings and other needed duties. Placement Coordinator
JR Centre Inc - Anna, IL
May 2000 to May 2003
Assist with employment opportunities for individuals with disabilities. Develop treatment plans and attend team meetings to plan. Provided individual and group training, therapy and attended outside community outreach events.
Education
Master's degree in Social Work
Southern Illinois University - Carbondale, IL
May 2000 to May 2003
Bachelor's degree in Social Work
Southern Illinois University-Carbondale - Carbondale, IL August 1998 to May 2000
Associate's degree in General Studies
Shawnee Community College - Ullin, IL
August 1995 to August 1999
Skills
• Mentoring
• Presentation Skills
• Strategic Planning
• Business Development
• Team Management
• Relationship Management
• Lending (10+ years)
• Customer service (10+ years)
• Customer Relationship Management
• Insurance Sales
• CRM Software
• Social Work
• Case Management
• Mental Health Counseling
Certifications and Licenses
Life & Health Insurance License
Series 66
Series 7
Life Insurance License
Securities Industry Essentials
Groups
Kiwanis Member
May 2008 to Present
Kiwanis Club of America
Rotary Club
May 2008 to May 2013
Anna-Jonesboro Rotary Club-past president
Chamber of Conmerce
May 2008 to Present
Chamber of Commerce-past president
Anna-JonesboroHighschool School Board Member
April 2012 to Present
District 81 School Board Memeber