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Timothy Veazey, CFP®, CBEC, CLU, ChFC

Timothy Veazey, CFP®, CBEC, CLU, ChFC

Estate and Succession Planning Specialist

585-775-0661

585-356-8238

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 thorough financial planning process and collaboration with the clients' team of advisors, he provides guidance to help clients make informed decisions about growing, preserving, protecting, utilizing, and distributing their personal and business wealth. 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.  Throughout the cherished long-term relationships between Tim and his clients, 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 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 through Commonwealth Financial Network, and is insurance licensed in several states.