In his role as Financial Planner, Mr. Ou-Tim works with high net worth and ultra high net worth individuals to provide comprehensive financial planning services. These services include the design and implementation of complex financial, estate and charitable giving plans.
Mr. Ou-Tim has over 14 years of experience providing comprehensive personal financial planning advice to high net worth and ultra high net worth clients. Prior to joining First Republic in 2016, Mr. Ou-Tim was a Vice President and Wealth Planner at Wells Fargo Private Bank. His previous experience also includes a role as Vice President and Senior Planning Analyst at Smith Barney, Citigroup Smith Barney and Morgan Stanley Smith Barney.
Mr. Ou-Tim holds a Juris Doctorate from Tulane Law School and a Bachelor’s in History and Political Science from Birmingham-Southern College.
Wealth Management Experience: 14 years