With more than 30 years of experience in banking, Tim Schultz is responsible for the overall management of Private Client Services, which includes Wealth Advisory Services, Retirement Plan Services, Brokerage, Financial Planning and Insurance Solutions for Arizona Bank & Trust. He most recently served as Regional Wealth Manager at Johnson Bank. Prior to that, he was Chief Operating Officer for the Western Region of BMO Private Bank and Director of Institutional Trust and Nonprofit Services, including Family Office Services for three major financial institutions.
Schultz holds a Bachelor of Music Performance from Augsburg College in Minneapolis and worked on his Masters at New England Conservatory of Music in Boston. He has been an active member of the Arizona community throughout his career and has served and supported numerous nonprofit organizations and causes. Tim is currently on the Advisory Council at ASU’s Lodestar Center for Philanthropy and Nonprofit Innovation and is a Board Member for The Be Kind People Project. He has previously served on the board of The Phoenix Symphony, One-n-ten, the Corporate Council for the Phoenix Art Museum, the Board of Stewards for the Frank Lloyd Wright Foundation and the Board of Overseers for The Phoenix Symphony and has been a member of Central Arizona Estate Planners and Planned Giving Roundtable of Arizona.
Tell us about an experience that got you interested in the sector.
I can’t say there was one experience that caused me to engage in the nonprofit sector, but rather it was my family and education that taught me the importance of giving back.
What advice would you give to a leader trying to make a difference in their community?
If I had any advice for someone trying to make a difference in their community, it would be that a community can become a place in the world that allows you, your family, your friends and your business associates to have a sense of belonging. It’s your opportunity to help solve a problem and set the course for where your community is headed.