Tim Van Slooten
VP Wealth Management at Affinity Federal Credit Union | Saddle River, New Jersey, United States
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As the Vice President of Wealth Management at Affinity Federal Credit Union, Tim Van Slooten plays a pivotal role in shaping the financial futures of the credit union's diverse membership. Under his leadership, the Affinity Investment Services Program, in partnership with LPL, offers a comprehensive suite of services, including brokerage, wealth management, trust services, insurance, and financial planning. Tim's expertise in investment solutions and retirement planning allows him to craft tailored strategies that align with the unique financial goals of each member, ensuring their security and long-term financial success.
Tim's approach to wealth management transcends traditional financial advising; he believes in fostering meaningful relationships built on trust and open communication. This philosophy is evident in the way he guides his team of Financial Consultants, encouraging them to engage with members on a personal level. By prioritizing education planning and employee benefit services, Tim ensures that members are not only informed but also empowered to make sound financial decisions.
Key projects under Tim's leadership include the development of innovative insurance options and employer retirement plans that cater to both individual and business needs. His commitment to enhancing the financial well-being of the credit union's members is reflected in the program's holistic approach, which views financial guidance as a journey rather than a mere transaction. With a keen understanding of the complexities of wealth management, Tim Van Slooten continues to drive Affinity Investment Services forward, making a lasting impact on the lives of those he serves.
VP Wealth Management at Affinity Federal Credit Union in June 2023 to Present
SVP Program Director at Lakeland Bank in May 2017 to February 2024
Regional Sales Manager at M&T Securities in January 2013 to May 2017
VP Regional Sales Manager at Capital One in May 2008 to January 2013
VP Regional Manager at Apple Bank for Savings in September 2006 to May 2008
Regional Sales Manager at Independence Community Bank in February 2005 to September 2006
Regional Director Wholesaler at Liberty Mutual Insurance in January 2003 to February 2005
WHOLESALER – Bank Distribution Channel at DFD DISTRIBUTORS/SG STRUCTURED PRODUCTS, INC in May 2002 to October 2002
Wholesaler - Bank Distribution Channel at Dreyfus in March 2000 to January 2002
Regional Sales Manager - National Community Division at Bank of New York - Essex Corp in January 1993 to February 2000
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Investment Solutions
Insurance Options
Retirement Planning
Education Planning
Employee Benefit Services
Business Insurance Options
Employer Retirement Plans
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Discover more about Affinity Federal Credit UnionWhat is Tim Van Slooten email address?
Email Tim Van Slooten at [email protected] and tvan [email protected]. This email is the most updated Tim Van Slooten email found in 2026.
What is Tim Van Slooten phone number?
Tim Van Slooten phone number is +19739850418 and +12014570400.
How to contact Tim Van Slooten?
To contact Tim Van Slooten send an email to [email protected] or tvan [email protected]. If you want to call Tim Van Slooten try calling on +19739850418 and +12014570400.
What company does Tim Van Slooten work for?
Tim Van Slooten works for Affinity Federal Credit Union
What is Tim Van Slooten's role at Affinity Federal Credit Union?
Tim Van Slooten is VP Wealth Management
What industry does Tim Van Slooten work in?
Tim Van Slooten works in the Banking industry.
Tim Van Slooten Email Addresses
Tim Van Slooten Phone Numbers
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