Digital Assets in Today’s World
Announcements:
- The Personal Finance SIG will meet on the 11th. See Chapter Information/SIGs for details on all SIG meetings.
- Following the meeting, please join us for lunch at the Cape Fear Seafood Company (Village District).
Presentation Summary:
Join Tim Whitney from TradeWinds for a timely presentation on “Digital Assets in Today’s World,” where he’ll break down the evolving role of cryptocurrencies, blockchain, and digital ownership in modern portfolios. From regulatory trends to real-world applications, Tim will explore how digital assets are reshaping the financial landscape and what investors should consider before jumping in.
Meeting Details:
Date: Saturday, June 14th, 2025
Time: 10:00 a.m. ET (mix and mingle starts at 9:30)
Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. See map of Fairmont for parking, building entrances, and the number of stairs entrances require.
Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account
Cost: $10 cash (in-person) or electronic payment (webinar)
Before attending in person, please read: the AAII Protocol for In-Person Meetings
If you feel sick, please join us virtually.
About Our Speaker
Tim Whitney, CFP & CEO of TradeWinds
- Forbes Best in State Wealth Advisor – 2021 & 2022*
- 2024 Investment News Top Financial Professionals Hot List**
Tim is a Raleigh native and began his career with Wachovia Securities in 2003. Before opening TradeWinds, he served as a Managing Director and private portfolio manager at Wells Fargo Advisors in Raleigh, NC. He obtained his CFP® in 2011 and received certifications in Family Wealth Advising and Family Business Advising from the FFI Global Education Network, as well as his Blockchain and Digital Assets certification from DACFP. Tim graduated with a degree in International Business from the University of North Carolina Wilmington and studied at Nagoya University in Japan. His vision for TradeWinds is to create a place of financial learning and support for clients as well as exploring technology and innovation. Tim presently serves on the board of directors for Marbles Kids Museum in downtown Raleigh. His past service includes volunteer soccer coaching with NCFC, past board member of WakeMed Foundation, past board member of the Leukemia and Lymphoma Society.
* see www.SHOOKresearch.com
** see https://www.statista.com/page/usa-today-best-financial-advisory-firms-2023