Timothy Schmidt

For more than 20 years, Timothy has been dedicated to helping families, businesses, and institutions create better financial plans and achieve improved investment outcomes. He finds it immensely rewarding to see his clients take steps to enhance their lives. Before joining Mercer Advisors in 2023, Timothy held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. He brings a wealth of experience and education to his current role. Timothy holds a Bachelor of Liberal Arts degree in social science, a Master of Liberal Arts degree in finance from the Harvard University Extension School, and the FINRA Series 65 license. Residing in Lexington, Massachusetts, with his wife and two boys, Timothy enjoys skiing, hiking, and reading about behavioral economics. He also takes great pleasure in the cultural and historical richness of New England. He’s a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.