Timothy J Davis
Timothy J Davis
Financial Advisor
(610) 492-7854
2800 W Passyunk Ave
Philadelphia, PA 19145
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My Background

I help individuals and families at Sun Lifetime Financial Advisors located at Sun Financial Credit Union. My focus is on understanding the goals of individual investors, working through an established process to create comprehensive and personalized strategies to achieve their dreams. I partner with them throughout their life to ensure that we stay on track and are prepared for life's inevitable obstacles. Whether living in or planning for retirement, saving for a child's future education, or growing and protecting their quality of life, I will take the time to identify and deeply understand the 'why' behind the goal.

As a financial advisor, I want to share my passion for financial literacy and improve the lives of my clients. I have always loved learning how finances work and after serving in the United States Air Force I wanted to find a way to combine that knowledge with my passion for helping others. Becoming a financial advisor has allowed me to do just that. At Sun Federal Credit Union, we believe in mission over commission, I am a salaried employee and not paid by commission. I want our members to be confident that I have your best interests at the forefront of every recommendation I make.

In my spare time, I enjoy spending time with family, reading and fishing. I also enjoy camping and being out in nature. 

My Education:
· Bachelor’s degree from Rutgers University
· Associate degree from the Community College of the Air Force

Professional Services
  • Financial Planning
  • Retirement Planning
  • Personal Financial Assessments
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Life Insurance Planning
  • Investment Management
  • Long Term Care Insurance
  • Estate Planning