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Timothy Veazey, CFP®, CBEC, CLU, ChFC

Timothy Veazey, CFP®, CBEC, CLU, ChFC

Estate and Succession Planning Specialist

Tim Veazey grew up on a dairy farm in western New York.  He spent the first 10 years of his career as an agricultural lender, and after that, has been a financial planner focused on agribusiness clients for over 25 years.  This experience has fueled his passion for helping owners of large farms develop and implement business succession, estate transfer and personal financial plans.  Through a comprehensive financial planning process, working closely with the clients' team of other advisors, he is able to help his clients grow, preserve, protect, use and distribute their personal and business wealth more effectively.  Tim's strength is the ability to see the "big picture" of the client's situation and issues while being able to address the necessary details to ensure that their goals can be met.  The long-term relationships between Tim and his clients have proven to be valuable as the financial plans continue to be reviewed and adapted as time and circumstances warrant.

In addition to his work with agribusiness owners, Tim serves as a board member of NY FarmNet and the NY Agricultural Society, and helps with several 4H, Farm Bureau and Cooperative extension programs and events.  He earned a BS in General Agriculture from Cornell University, earned CFP®, CBEC, CLU, and ChFC certifications or designations, holds Series 7 and 65 securities registrations, and is insurance licensed in several states.

About Lincoln Financial Advisors Agribusiness Services...

Lincoln Financial Advisors Agribusiness Services is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior farmers and ranchers considering or negotiating transfer or tenure agreements, “junior” generation farmers and ranchers, and organizations interested in preserving working landscapes.

Timothy Veazey is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. The Resource Group of Rochester and Lincoln Financial Group are marketing names for Lincoln National Corporation and its affiliates. CRN 5392423-010323