Tim Cowdrick

Financial Professional

Tim Cowdrick is a Financial Professional with Equitable Advisors.  He received his bachelor's degree from Case Western Reserve University in 2010, with a concentration in Finance at the Weatherhead School of Management.  His experience with the firm has given him the opportunity to provide information and assist a diverse community of clients with their financial and retirement goals.  Developing an extensive skillset through years of athletics, he takes pride in ‘coaching' others in preparation for retirement and assisting clients during that period.  Tim has been recognized for his work on a national level with attaining National Leaders Corp status (2014, 2015), RBG Application leader (2013, 2014, 2015), and RBG National Top of the Class (2014, 2015).

Outside of his professional life, Tim enjoys staying active in the community.  He was able to present a local winner of the Equitable Achievement Scholarship in 2013 for their commitment in the classroom as well as the community.  Tim has helped coordinate and run multiple youth football camps for elementary and junior high school kids in various neighborhoods.  In his free time, he enjoys traveling, golfing, a wide variety of music, and trying new restaurants that the Cleveland area has to offer.

California Insurance License #: OL14491


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Lakeside Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 440-746-8100
Fax 440-746-8111
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