Brandon Beck Email & Phone Number

Wealth Manager @ Confluence Financial Partners

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Brandon Beck Location

Naples, FL, US

Brandon Beck Work

2025 - now Wealth Manager @ Confluence Financial Partners
2024 - 2025 Financial Advisor @ PFS Wealth Management Group
2022 - 2024 Financial Advisor @ FamilyWealth Advisers

2019 - 2022 Financial Advisor @ BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
2015 - 2019 Investment Advisor @ Evans Financial Group
2013 - 2014 Account Manager @ First Financial Group of America
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2011 - 2013 Investment Executive @ Red River Bank-Red River Investments Group
2006 - 2011 Financial Advisor @ Chase
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2005 - 2006 Agent @ Monumental Life Insurance

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Brandon Beck Education

Louisiana Tech University
Bachelor's degree (General Studies)

Brandon Beck Skills

Alternative Investments
Estate Planning
Financial Advisory

Team Building
Fixed Annuities
Insurance
Retirement Planning
Sales
Financial Planning
Wealth Management Services

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Brandon Beck Summary

Brandon Beck, based in Naples, FL, US, is currently a Wealth Manager at Confluence Financial Partners. Brandon Beck brings experience from previous roles at PFS Wealth Management Group, FamilyWealth, BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC and Evans Financial Group. Brandon Beck holds a Bachelor's degree in General Studies @ Louisiana Tech University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Team Building, Fixed Annuities and more. Brandon Beck has 3 emails and 3 mobile phone numbers on RocketReach.

Brandon Beck Emails

Found 3 emails

Brandon Beck Phone Numbers

Found 6 phone numbers

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Top Confluence Financial Partners Employees

Stephanie Bogden

Chief Operating Officer at Confluence Financial Partners

Coraopolis, PA, US
2
- gmail.com
- confluencefp.com
2
- +1 412-608-XXXX
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Gregory Weimer

President at Confluence Financial Partners

Pittsburgh, PA, US
1
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William Winkeler Jr.

Chief Investment Officer at Confluence Financial Partners

Pittsburgh, PA, US
2
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1
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Katie Thornhill

Chief Compliance Officer at Confluence Financial Partners

Pittsburgh, PA, US
1
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5
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Marissa Dinello

Director of Marketing at Confluence Financial Partners

Pittsburgh, PA, US
2
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5
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Charles Zuzak

Director of Wealth Planning at Confluence Financial Partners

Pittsburgh, PA, US
2
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- confluencefp.com
4
- +1 412-288-XXXX
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Brandon Beck

Wealth Manager at Confluence Financial Partners

Naples, FL, US
3
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- bellsouth.net
- confluencefp.com
5+
- +1 318-588-XXXX
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Chuck Ziants

Wealth Manager at Confluence Financial Partners

Canonsburg, PA, US
2
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- gmail.com
2
- +1 304-845-XXXX
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Loren Fiffik

Wealth Manager at Confluence Financial Partners

Pittsburgh, PA, US
1
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5
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David Graver

Director of Retirement Plan Services at Confluence Financial Partners

Pittsburgh, PA, US
1
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Nathan Garcia

Wealth Manager at Confluence Financial Partners

Pittsburgh, PA, US
2
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Chris Slater

Operations Coordinator at Confluence Financial Partners

Pittsburgh, PA, US
2
- confluencefp.com
- gmail.com
3
- +1 262-349-XXXX
- +1 262-790-XXXX
- +1 262-790-XXXX
Brian Ripley

Wealth Manager at Confluence Financial Partners

Canonsburg, PA, US
2
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2
- +1 320-217-XXXX
- +1 412-833-XXXX
Michael Touscany

Wealth Manager at Confluence Financial Partners

Pittsburgh, PA, US
3
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- gmail.com
- confluencefp.com
5
- +1 570-875-XXXX
- +1 412-561-XXXX
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Kurt Kimmich

Wealth Manager at Confluence Financial Partners

Pittsburgh, PA, US
2
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- gmail.com
4
- +1 724-216-XXXX
- +1 724-327-XXXX
- +1 412-215-XXXX
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Morgan Lee

Wealth Manager at Confluence Financial Partners

Pittsburgh, PA, US
2
- confluencefp.com
- pitt.edu
3
- +1 412-854-XXXX
- +1 425-205-XXXX
- +1 480-809-XXXX

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